Nicholas Santangelo, CFP®
Nick is responsible for the analysis of client investment portfolios for private clients. He assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2020, Nick served as a Client Service Associate at The Next Level Planning Group. Nick graduated from the University of Missouri earning a Bachelor of Science in Personal Financial Planning with a minor in Business Administration. He obtained the mark of CERTIFIED FINANCIAL PLANNER® from the College of Financial Planning.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
