Nicholas VanGeest
CFP ®, CPFA, CERTIFIED FINANCIAL PLANNER™
Nicholas VanGeest is a CERTIFIED FINANCIAL PLANNER™ serving the mid-Michigan area. He received a Bachelor’s degree from in 2009 and began working as a Financial Advisor in 2010.
Nick specializes in helping clients work towards organizing, understanding, controlling, and accumulating their wealth. He is an advocate for holistic financial planning and believes there are many non-financial elements that need to be taken into consideration. In addition to investment strategies, Nick is licensed to help with life, long-term care, disability, and other types of insurance.
When Nick is not in the office you may find him playing a variety of competitive sports including softball, basketball, volleyball, and golf. He also enjoys hiking and doing just about anything outdoors.
Nick holds the CERTIFIED FINANCIAL PLANNER™ designation, series 7 and 66 securities licenses as well as life, health, accident, and variable products insurance licenses. He also holds the Certified Plan Fiduciary Advisor designation.