AeroLeads people directory · profile
Nick Coletta Email & Phone Number
Associate Financial Planner
at
Pointer Creek Wealth Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Financial Planner
Location
Salem, Ohio, United States
Company size
Who is Nick Coletta? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nick Coletta is listed as Associate Financial Planner at Pointer Creek Wealth Management, a company with 6 employees, based in Salem, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Nick Coletta.
Nick Coletta previously worked as Financial Planning Intern at Pointer Creek Wealth Management and Walmart Associate at Walmart. Nick Coletta holds Finance, Senior from Youngstown State University.
Company email context
Email format at Pointer Creek Wealth Management
This section adds company-level context without repeating Nick Coletta's masked contact details.
Pointer Creek Wealth Management
Review company-level records connected to Nick Coletta before choosing the right outreach path.
Profile bio
About Nick Coletta
I am a senior Finance major at Youngstown State University, currently gaining hands-on experience as an intern at Pointer Creek Wealth Management. With over seven years of work experience in customer service, labor, and management roles, I have developed strong skills in time management, communication, and problem solving, all of which have been crucial in my transition to the financial industry. At Pointer Creek Wealth Management, I am actively involved in financial planning processes, wealth management, and client relationship services, where I have further honed my abilities in financial planning, risk management, and client engagement. My internship has solidified my passion for personal finance, and I am eager to pursue the CFP® designation in the near future as part of my professional development. My goal is to continue growing my expertise in wealth management and financial planning, and to provide clients with strategic, personalized financial solutions that help them achieve long-term security and success. I am confident that my blend of technical skills, industry knowledge, and dedication will drive my future success in the financial services field.
Current workplace
Nick Coletta's current company
Company context helps verify the profile and gives searchers a useful next step.
Pointer Creek Wealth Management
6 roles
Nick Coletta work experience
A career timeline built from the work history available for this profile.
Financial Planning Intern
Current- Develop financial planning processes, including the creation of client questionnaires and management of client information for efficient meeting preparation
- Assist with the analysis of client portfolios and the preparation of financial reports, ensure the accuracy of data verification, and support the delivery of financial plans
- Collaborate on marketing initiatives by crafting promotional content and optimize website search engine optimization
May 2024 - Present
Walmart Associate
- Complete sales and explain the benefits of products
- Work directly with customers and assisting with returns and exchanges
- Review inventory and stock shelves, while processing special orders
Jun 2023 - May 2024
Restaurant Crew Member
- Prepare and assemble customized orders according to company recipes and standards
- Collaborate with management to access the process of trainees and provide feedback on performance
- Maintain a clean and organized work environment
Feb 2022 - Jun 2023
Lifeguard
Salem Country Club
- Conduct regular surveillance of assigned water area to ensure safety of swimmers
- Enforce water safety rules and regulations to prevent accidents and injuries
- Monitor weather conditions and water conditions to keep patrons safe
May 2021 - Sep 2021
Stock Boy
- Organize and arrange merchandise on shelves and displays in an attractive and accessible manner
- Assist customers in locating items and provide information about products as needed
- Supervise a team of five cart collectors to ensure efficient and timely retrieval of carts
Sep 2017 - Nov 2020
Team & coworkers
Colleagues at Pointer Creek Wealth Management
Other employees you can reach at pointercreek.com. View company contacts for 6 employees →
EH
Ella Hazy
Colleague at Pointer Creek Wealth Management
Youngstown, Ohio, United States, United States
View →
LT
Lexi Tancabel
Colleague at Pointer Creek Wealth Management
Youngstown, Ohio, United States, United States
View →
ZR
Zachary Ryan
Colleague at Pointer Creek Wealth Management
Youngstown, Ohio, United States, United States
View →
Ella Hazy
Colleague at Pointer Creek Wealth Management
Youngstown, Ohio, United States, United States
View →
LT
Lexi Tancabel
Colleague at Pointer Creek Wealth Management
Youngstown, Ohio, United States, United States
View →
ZR
Zachary Ryan
Colleague at Pointer Creek Wealth Management
Youngstown, Ohio, United States, United States
View →
3 education records
Nick Coletta education
Finance, Senior
Education record
Education record
FAQ
Frequently asked questions about Nick Coletta
Quick answers generated from the profile data available on this page.
What company does Nick Coletta work for?
Nick Coletta works for Pointer Creek Wealth Management.
What is Nick Coletta's role at Pointer Creek Wealth Management?
Nick Coletta is listed as Associate Financial Planner at Pointer Creek Wealth Management.
Where is Nick Coletta based?
Nick Coletta is based in Salem, Ohio, United States while working with Pointer Creek Wealth Management.
What companies has Nick Coletta worked for?
Nick Coletta has worked for Pointer Creek Wealth Management, Walmart, Chipotle Mexican Grill, Salem Country Club, and White House Fruit Farm Inc.
Who are Nick Coletta's colleagues at Pointer Creek Wealth Management?
Nick Coletta's colleagues at Pointer Creek Wealth Management include Ella Hazy, Lexi Tancabel, and Zachary Ryan.
How can I contact Nick Coletta?
You can use AeroLeads to view verified contact signals for Nick Coletta at Pointer Creek Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Nick Coletta attend?
Nick Coletta holds Finance, Senior from Youngstown State University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Nick Coletta you were looking for.
View similar profiles
