Planning for your financial future isn’t something Nick D’Andrea believes is limited to those about to retire or just starting out in their career. He knows challenges arise along each person’s financial journey. That’s why he’s passionate about creating strategies that evolve as plans and goals change, so his clients can rest easy.

Nick spent the first five years of his career at Fidelity Investments, where he attained CFP® certification to provide an enhanced financial planning experience to the clients he serves every day.

A native of Little Miami just outside of Cincinnati, Nick and his wife, Rachel, currently live in Fairfield with their two children. Nick especially enjoys sports, following the Reds and FC Cincinnati, and volunteering as the ball boy each fall while his wife coaches the women’s varsity soccer team at North College Hill High School. He also appreciates a generous scoop of delicious Graeter’s ice cream.

Education

• Ohio State University, BS in Finance, 2015

Designations

• Certified Financial Planner (CFP®)