Niko Piccolo, CFP®, MBA is a Private Wealth Advisor at Summit Financial based in Parsippany, New Jersey. He works with business owners, medical and dental professionals, athletes, executives, and affluent individuals and families to simplify complex financial decisions, coordinate every aspect of their financial lives, and help them build, preserve, and transfer wealth for future generations.
For more than six years, Niko has worked directly with clients and their families to develop personalized financial plans, manage investment portfolios, and help them navigate important financial decisions with confidence. He believes that successful wealth management extends far beyond investment management and requires a coordinated approach that brings every aspect of a client’s financial life together.
Niko takes a comprehensive planning approach that includes investment management, retirement planning, estate planning, tax-efficient strategies, insurance and risk management, business planning, and education planning. By integrating these areas into one cohesive strategy, he helps clients make informed decisions and stay focused on their long-term goals. By serving as a trusted advisor and coordinated resource, Niko helps clients make better decisions across all areas of their financial lives while staying focused on what matters most to them.
Niko graduated Magna Cum Laude from Seton Hall University, earning both a Bachelor of Science in Mathematical Finance and an MBA in Wealth Management. As a former collegiate baseball student-athlete, he developed the discipline, accountability, work ethic, and competitive drive that continue to shape his approach to serving clients today.
In addition to his client advisory experience, Niko brings a deep investment background developed through roles at leading firms across the wealth management industry. Prior to becoming a Private Wealth Advisor, he was a member of Summit Financial’s Investment Team and previously held positions with Corient and Royal Bank of Canada. Throughout his career, he has conducted extensive investment research, manager due diligence, portfolio analysis, asset allocation modeling, and investment strategy development across both traditional and alternative investments.
This experience enables Niko to combine sophisticated institutional investment expertise with practical, real-world financial planning advice. Clients benefit from a disciplined investment process informed by years of institutional research, manager due diligence, and portfolio construction experience, while receiving highly personalized advice tailored to their unique goals, circumstances, and long-term objectives.
As a CERTIFIED FINANCIAL PLANNER® professional, Niko has met the CFP Board’s rigorous standards in financial planning, taxation, retirement planning, insurance, and estate planning. He is held to a fiduciary standard, meaning he is committed to acting in his clients’ best interests when providing recommendations and guidance.
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Outside of work, Niko enjoys spending time with family and friends, traveling, playing and following sports, golfing, and supporting charitable causes. A former Seton Hall University baseball student-athlete, he resides in Randolph, New Jersey.
