Nick Pileggi, CFP®
Wealth Manager
Nick serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Nick has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Nick worked for an independent investment advisory firm as a senior wealth advisor.
Nick earned a Bachelor of Science degree in business administration, with concentrations in finance and legal studies, from Drexel University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Nick enjoys spending time with friends and family, playing soccer, golfing and traveling.
Articles by Nick Pileggi, CFP®
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