Nicholas Bugliosi, Cfp®
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Nicholas Bugliosi, Cfp® Email & Phone Number

Senior Associate - Wealth Management at Aspiriant at Aspiriant
Location: Pewaukee, Wisconsin, United States 6 work roles 2 schools
1 work email found @aspiriant.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email n****@aspiriant.com
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Current company
Aspiriant
Role
Senior Associate - Wealth Management at Aspiriant
Location
Pewaukee, Wisconsin, United States
Company size
181 employees

Who is Nicholas Bugliosi, Cfp®? Overview

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Quick answer

Nicholas Bugliosi, Cfp® is listed as Senior Associate - Wealth Management at Aspiriant at Aspiriant, a company with 181 employees, based in Pewaukee, Wisconsin, United States. AeroLeads shows a work email signal at aspiriant.com and a matched LinkedIn profile for Nicholas Bugliosi, Cfp®.

Nicholas Bugliosi, Cfp® previously worked as Senior Associate - Wealth Management at Aspiriant and Associate - Wealth Management at Aspiriant. Nicholas Bugliosi, Cfp® holds Bachelor Of Science (B.S), Personal Finance: Financial Planning from University Of Wisconsin-Madison.

Company email context

Email format at Aspiriant

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*@aspiriant.com
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AeroLeads found 1 current-domain work email signal for Nicholas Bugliosi, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Nicholas Bugliosi, Cfp®

Nicholas Bugliosi, Cfp® is a Senior Associate - Wealth Management at Aspiriant at Aspiriant.

Current workplace

Nicholas Bugliosi, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Aspiriant
Aspiriant
Senior Associate - Wealth Management at Aspiriant
los angeles, california, united states
Website
aspiriant.com
Employees
181
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Company profile
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6 roles

Nicholas Bugliosi, Cfp® work experience

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

Senior Associate - Wealth Management

Current
Aspiriant
Mar 2024 - Present

Associate - Wealth Management

Aspiriant

Milwaukee, Wisconsin, United States

Jun 2021 - Mar 2024

College Financial Representative

Northwestern Mutual

United States

  • Grew my financial planning network by connecting with prospective clients and creating a plan to help them reach their financial planning goals
  • Reviewed current clients’ financial plans, identified gaps, and offered solutions to achieve sustained financial security
  • Participated in ongoing educational training to enhance my financial planning skills
May 2020 - Dec 2020

Hockey Official

Uw Madison Recreation And Wellbeing

Madison, Wisconsin

  • Maintained order by creating a safe and fair environment for more than 25 participants per game
  • Utilized quick thinking and problem-solving skills to effectively manage conflicts
Oct 2018 - Mar 2020

Assistant Manager

Prairieville Park

Waukesha, Wisconsin

  • Delegated tasks to six other employees and trained them in areas including customer service, maintenance, and opening/closing duties
  • Managed deliveries and cash box transactions
  • Acquired strong leadership, communication, and organizational skills through shadowing managers
May 2019 - Sep 2019

Team Member

Prairieville Park

Waukesha, Wisconsin

  • Provided excellent customer service to 1,000 customers daily
  • Resolved a broad range of customer complaints while maintaining positivity and professionalism
  • Commended for commitment to customer care, work ethic, and dependability
Jun 2015 - Sep 2017
Team & coworkers

Colleagues at Aspiriant

Other employees you can reach at aspiriant.com. View company contacts for 181 employees →

CT Celeste Tebow Celeste Tebow Colleague at AspiriantAustin, Texas, United States, United States View → CT Carl Triolo Carl Triolo Colleague at AspiriantSan Francisco Bay Area, United States View → MW Michael Weissman, Cfp®, Cima® Michael Weissman, Cfp®, Cima® Colleague at AspiriantNew York, New York, United States, United States View → RH Raza Hussain Jafri Raza Hussain Jafri Colleague at AspiriantSchenectady, New York, United States, United States View → MP Melissa Punim, J.D., Ll.M. Melissa Punim, J.D., Ll.M. Colleague at AspiriantLos Angeles, California, United States, United States View → SG Shanda Gentry Shanda Gentry Colleague at AspiriantLoveland, Ohio, United States, United States View → MK Marianne Krolik Marianne Krolik Colleague at AspiriantSan Francisco, California, United States, United States View → VF Vanessa Franco Chfc® Vanessa Franco Chfc® Colleague at AspiriantNew York, New York, United States, United States View → PN Paul Nikolai Cfp Paul Nikolai Cfp Colleague at AspiriantCincinnati, Ohio, United States, United States View → MG Maureen Gaare, Phr Maureen Gaare, Phr Colleague at AspiriantSan Diego, California, United States, United States View →
2 education records

Nicholas Bugliosi, Cfp® education

FAQ

Frequently asked questions about Nicholas Bugliosi, Cfp®

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

What company does Nicholas Bugliosi, Cfp® work for?

Nicholas Bugliosi, Cfp® works for Aspiriant.

What is Nicholas Bugliosi, Cfp®'s role at Aspiriant?

Nicholas Bugliosi, Cfp® is listed as Senior Associate - Wealth Management at Aspiriant at Aspiriant.

What is Nicholas Bugliosi, Cfp®'s email address?

AeroLeads has found 1 work email signal at @aspiriant.com for Nicholas Bugliosi, Cfp® at Aspiriant.

Where is Nicholas Bugliosi, Cfp® based?

Nicholas Bugliosi, Cfp® is based in Pewaukee, Wisconsin, United States while working with Aspiriant.

What companies has Nicholas Bugliosi, Cfp® worked for?

Nicholas Bugliosi, Cfp® has worked for Aspiriant, Northwestern Mutual, Uw Madison Recreation And Wellbeing, and Prairieville Park.

Who are Nicholas Bugliosi, Cfp®'s colleagues at Aspiriant?

Nicholas Bugliosi, Cfp®'s colleagues at Aspiriant include Celeste Tebow, Carl Triolo, Michael Weissman, Cfp®, Cima®, Raza Hussain Jafri, and Melissa Punim, J.D., Ll.M..

How can I contact Nicholas Bugliosi, Cfp®?

You can use AeroLeads to view verified contact signals for Nicholas Bugliosi, Cfp® at Aspiriant, including work email, phone, and LinkedIn data when available.

What schools did Nicholas Bugliosi, Cfp® attend?

Nicholas Bugliosi, Cfp® holds Bachelor Of Science (B.S), Personal Finance: Financial Planning from University Of Wisconsin-Madison.

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