Nicholas Simini

Wealth Advisor Years of Experience: 7
Address: 1025 Westchester Ave Suite 318, White Plains, NY 10604

• Ramapo College of New Jersey – BS, Business Administration/Finance

• Risk Management
• Insurance Planning
• Investment and Retirement Planning
• Estate Planning
• College Planning
• Executive and Employee Benefit Plan Design and Planning

Client Specialization
• Provides financial counseling to the clients of major CPA and law firms.
• Top clients include business owners and high net worth individuals.

• Nick and his wife Alyssa currently reside in Stamford, CT.
• Community: Coach North Rockland Midget Football
• Hobbies include skiing, flag football, strength and conditioning training, and golfing.