Nick Bevad is a Chartered Retirement Planning Counselor™ (CRPC^®) and brings close to 20 years of experience to the financial services industry. He believes in helping clients see the bigger and longer picture by setting goals and then inheriting those goals for their benefit.  For Nick, financial planning has always been a family business, and he and his father ran a team at Merrill Lynch together for over a decade before he joined Claritas Financial Partners. 

Nick specializes in financial planning, portfolio modeling, asset allocation, and estate planning strategies, and he considers communicating through difficult times to be an integral part of his clients’ success.  He continues to serve many of the clients who began visiting his family’s practice over 30 years ago, and working at an independent firm gives him the ability to focus more on his clients' unique goals.

Community involvement has always played a pivotal role in Nick’s life.  He volunteers at the Cherry Hill Fire Department, and he also actively supports the St. Jude and Michael J. Fox Foundations, and the Tunnel to Towers Foundation. 

A native of Sea Cliff, NY, Nick graduated from Mt. St. Mary’s University. When he’s not working or coaching little league baseball, he enjoys fishing in Sea Isle City, and spending time with his wife Carolina, and their three children.

Favorite Part of His Job:

“For me, it is all about rolling up your sleeves and mapping out your financial life. These days people spend more time planning their next vacation than their financial future. Through a planning-based process, and depending on the complexities of your finances, you can quickly have a road map that makes sense for you, your family, your business, or whatever needs mapping.” 

Words of Wisdom:

“The way to get started is to quit talking and begin doing.”  -Walt Disney

Registered states

AL, AZ, CA, CO, CT, DE, DC, FL, ID, ME, MD, MA, NV, NJ, NY, NC, PA, VA