Nicholas Porretta CFP®
Private Wealth Advisor
Nicholas P. Porretta is a Private Wealth Advisor, who holds the CERTIFIED FINANCIAL PLANNER™ certification. Nick has spent his career as a financial planner, as well as an independent investor, which allows for a client-focused financial planning experience with hands-on market experience.
Outside of wealth advisory, Nick is a dedicated husband and father to two young daughters who love spending time together cooking meals year-round, and making the most of his summers at the beach and growing fresh produce in their garden. These experiences reinforce the values of patience, consistency, and long-term thinking; principles that carry over into both his personal life and professional approach.
