Nicholas Guido, Cfp® Email and Phone Number
Wealth Advisor Nicholas Guido joined Chicago Partners in the fall of 2013 after working for Ameriprise Financial Services. Before joining Ameriprise, Nicholas started his career as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services.In 2018, Nicholas completed his Certified Financial Planner (CFP) certification program and received his CFP designation. As a licensed insurance agent, Nicholas also helps clients optimize their insurance plans by using his experience to review and make recommendations that help clients maximize their insurance.Nicholas graduated from North Central College with a B.S in Finance & Economics, and is currently a CFA Level II Candidate. In his free time, he enjoys golfing, traveling, and spending time with his wife and bernedoodle."To build may have to be the slow and laborious task of years. To destroy can be the thoughtless act of a single day." - Winston Churchill
Chicago Partners Wealth Advisors
View- Website:
- chicagopartnersllc.com
- Employees:
- 24
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PartnerChicago Partners Wealth Advisors Oct 2021 - PresentChicago, Illinois, United States -
Wealth AdvisorChicago Partners Wealth Advisors Nov 2013 - PresentChicago, Illinois, United States -
Client Relationship ManagerAmeriprise Financial Services, Llc Oct 2012 - Oct 2013Illinois, United States -
Branch Services AssociateUbs Sep 2011 - Oct 2012Chicago, Illinois, United States
Nicholas Guido, Cfp® Education Details
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Finance & Economics
Frequently Asked Questions about Nicholas Guido, Cfp®
What company does Nicholas Guido, Cfp® work for?
Nicholas Guido, Cfp® works for Chicago Partners Wealth Advisors
What is Nicholas Guido, Cfp®'s role at the current company?
Nicholas Guido, Cfp®'s current role is Partner & COO at Chicago Partners.
What schools did Nicholas Guido, Cfp® attend?
Nicholas Guido, Cfp® attended North Central College.
Who are Nicholas Guido, Cfp®'s colleagues?
Nicholas Guido, Cfp®'s colleagues are Tim Pennino, Cfa, Cpa, Daniel Naselli, Grace Harlan, Marjorie A. Bennett, Mba, Cfa, Andrew Bratina, Steve Manus, Brayden Vandervelde.
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