Nicholas Derose

Nicholas Derose Email and Phone Number

Partner @ DeRose Financial Planning Group
8755 W. Higgins Road,
Nicholas Derose's Location
Greater Chicago Area, United States
About Nicholas Derose

I earned my BBA degree in Finance and Risk Management at the University of Wisconsin-Madison. After a brief, yet enlightening journey into medicine, I am excited to help people achieve their life goals through financial security by providing comprehensive financial planning, including retirement, estate planning strategies, risk management, and investment planning.

Nicholas Derose's Current Company Details
DeRose Financial Planning Group

Derose Financial Planning Group

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Partner
8755 W. Higgins Road,
Website:
derosefpg.com
Employees:
13
Nicholas Derose Work Experience Details
  • Derose Financial Planning Group
    Partner
    Derose Financial Planning Group
    Chicago, Il, Us
    View
  • Derose Financial Planning Group C/O Osaic Fa
    Partner
    Derose Financial Planning Group C/O Osaic Fa Jan 2023 - Present
    Greater Chicago Area
    I am a Partner at DeRose Financial Planning Group, a premier fee-based financial services and wealth management firm who works with professionals, executives, business owners, and retirees. DeRose Financial Planning Group helps clients create the life they value and the legacy they envision. The firm's philosophy is "Life Happens...Plan for It!" reflecting a focus on clients' personal and financial wellbeing by building, preserving and protecting their wealth.Securities offered through Osaic FA member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CRN-5924495-090123
  • Derose Financial Planning Group C/O Lincoln Financial Advisors
    Director Of Financial Planning
    Derose Financial Planning Group C/O Lincoln Financial Advisors Dec 2017 - Jan 2023
    Greater Chicago Area
  • Advanced Dermatology, Llc
    Dermatology Clinician
    Advanced Dermatology, Llc Aug 2016 - Jul 2017
    United States
    • Documented patient histories and chief concerns• Prepared patients for skin cancer screenings and procedures, including pre- and post-op instructions, skin care, and consent paperwork• Assisted provider with all medical procedures, such as benign growth and melanoma removal, and cosmetic procedures, such as laser skin resurfacing• Processed laboratory bloodwork and pathology specimens
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  • Milliman
    Portfolio Management Intern
    Milliman May 2013 - Aug 2013
    Greater Chicago Area
    -Evaluated daily trading grids before sending them off for trading-Wrote VBA macros that calculated key performance metrics for the Distribution Team-Conducted bond market research
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  • Brinker Capital
    Rotational Intern
    Brinker Capital Jun 2012 - Aug 2012
    Greater Philadelphia Area
    -Shadowed client service representatives during service calls -Tested the new company website for proper functioning -Analyzed and traded stocks for a virtual investment competition-Prepared and conducted a presentation on investment advising and financial planning to be marketed to university students
  • Derose Financial Planning Group C/O Lincoln Financial Advisors
    Financial Planning Assistant
    Derose Financial Planning Group C/O Lincoln Financial Advisors Jun 2011 - Aug 2011
    -Input data and design strategies for new financial plans and update existing plans for annual reviews -Mastery of financial planning wealth management software - e-Money-Interface with clients for additional data-Generate Morningstar & Omnisource reports-Attended investment/planning weekly updates
  • Derose Financial Planning Group C/O Lincoln Financial Advisors
    Practice Manager Assistant
    Derose Financial Planning Group C/O Lincoln Financial Advisors Jun 2008 - Aug 2011
    Chicago, Il
    -Handled clerical work including arranging Investment and insurance plans, client reviews, mailing, scanning, and filing-Processed financial planning fees and documents (contracts, checks, and plans)-Improved computer skills with use of Excel, PowerPoint and Outlook

Nicholas Derose Education Details

Frequently Asked Questions about Nicholas Derose

What company does Nicholas Derose work for?

Nicholas Derose works for Derose Financial Planning Group

What is Nicholas Derose's role at the current company?

Nicholas Derose's current role is Partner.

What schools did Nicholas Derose attend?

Nicholas Derose attended University Of Wisconsin-Madison - School Of Business, Loyola University Chicago, James Cook University, Midwestern University (Il).

Who are Nicholas Derose's colleagues?

Nicholas Derose's colleagues are Ninamaria Florczyk, Cfp®, Lauren Edmonds, Hussain Electricwala, Karen Derose, Cfp®, Crpc®, Candice Armstrong.

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