Nicholas Bevad, CRPC®
With more than 15 years in the industry, Nicholas has developed a passion for working directly with families and finding personalized solutions to help them as they work toward their financial goals. Growing up, he was encouraged to learn about the financial services industry from his father, who is also a financial advisor, and the pair worked closely together for years before his father retired.
Today, Nicholas continues to serve many of the clients who began visiting his family’s practice over 30 years ago. He specializes in financial planning, portfolio modeling, asset allocation and estate planning, and loves sitting down with clients and finding strategies to meet their unique needs.
Nicholas grew up in Sea Cliff, NY and graduated from Mt. St. Mary’s University. He is a Chartered Retirement Planning Counselor™ (CRPC®) which is a professional financial planning designation awarded by the College for Financial Planning and is focused on client-centered problem-solving and creating a road map for retirement.
Nicholas enjoys boating and fishing with his wife and 3 children, as well as volunteering at the Cherry Hill Fire Department Rehab Unit.
CRPC® conferred by College for Financial Planning.