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Nicholas Acri, Cfp® Email & Phone Number

Managing Partner @ Generations Financial Planning | Wealth Advisor, Financial Planning at Generations Financial Planning & Wealth Management
Location: Greater Kalamazoo Area, United States 10 work roles 3 schools
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Role
Managing Partner @ Generations Financial Planning | Wealth Advisor, Financial Planning
Location
Greater Kalamazoo Area, United States

Who is Nicholas Acri, Cfp®? Overview

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Nicholas Acri, Cfp® is listed as Managing Partner @ Generations Financial Planning | Wealth Advisor, Financial Planning at Generations Financial Planning & Wealth Management, based in Greater Kalamazoo Area, United States. AeroLeads shows a matched LinkedIn profile for Nicholas Acri, Cfp®.

Nicholas Acri, Cfp® previously worked as Managing Partner & Family Wealth Advisor at Generations Financial Planning & Wealth Management and Wealth Advisor at Generations Financial Planning & Wealth Management. Nicholas Acri, Cfp® holds Bachelor'S Degree, Personal Financial Planning from Western Michigan University.

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Email format at Generations Financial Planning & Wealth Management

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Generations Financial Planning & Wealth Management

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Profile bio

About Nicholas Acri, Cfp®

As a Family Wealth Advisor and Managing Partner at Generations Financial Planning & Wealth Management, I have over five years of experience in providing comprehensive, personalized financial planning and investment management services to families and individuals both in Michigan and throughout the country. I hold the Certified Financial Planner™ (CFP®) credential, which demonstrates my commitment to the highest standards of ethics and professionalism in the industry.My core competencies include portfolio management, financial analysis, risk management, estate planning, retirement planning, and tax planning. I leverage my expertise and skills to create customized and holistic financial solutions that align with my clients' goals, needs, and values. I also collaborate with a team of dedicated and experienced professionals who share my vision of empowering clients to achieve financial peace of mind and success.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Current workplace

Nicholas Acri, Cfp®'s current company

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Generations Financial Planning & Wealth Management
Generations Financial Planning & Wealth Management
Managing Partner @ Generations Financial Planning | Wealth Advisor, Financial Planning
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10 roles

Nicholas Acri, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Assistant

Buetow Asset Management, Llc
Aug 2019 - May 2020

Shipt Shopper

Birmingham, Al, Us

Providing excellent customer service and accurate results.

Oct 2019 - Jan 2020

Sales, Customer Service, Cashier

Chris Cote’S Golf Shop
Jan 2018 - Aug 2018

Owner

Self-Employed
Apr 2014 - Nov 2016

Kalamazoo Country Club Caddie

Kalamazoo Country Club
Sep 2015 - Sep 2016
3 education records

Nicholas Acri, Cfp® education

Bachelor'S Degree, Personal Financial Planning

Western Michigan University

Bachelor’S Degree, Management

University Of Connecticut School Of Business

High School Diploma

Hackett Catholic Prep
FAQ

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Quick answers generated from the profile data available on this page.

What company does Nicholas Acri, Cfp® work for?

Nicholas Acri, Cfp® works for Generations Financial Planning & Wealth Management.

What is Nicholas Acri, Cfp®'s role at Generations Financial Planning & Wealth Management?

Nicholas Acri, Cfp® is listed as Managing Partner @ Generations Financial Planning | Wealth Advisor, Financial Planning at Generations Financial Planning & Wealth Management.

Where is Nicholas Acri, Cfp® based?

Nicholas Acri, Cfp® is based in Greater Kalamazoo Area, United States while working with Generations Financial Planning & Wealth Management.

What companies has Nicholas Acri, Cfp® worked for?

Nicholas Acri, Cfp® has worked for Generations Financial Planning & Wealth Management, Western Michigan University - Haworth College Of Business, Buetow Asset Management, Llc, Shipt, and Humanex Ventures.

How can I contact Nicholas Acri, Cfp®?

You can use AeroLeads to view verified contact signals for Nicholas Acri, Cfp® at Generations Financial Planning & Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Nicholas Acri, Cfp® attend?

Nicholas Acri, Cfp® holds Bachelor'S Degree, Personal Financial Planning from Western Michigan University.

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