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Nick Donaldson, Cdaa® Email & Phone Number

Multipreneur, Investment Advisor, CryptoRothIRA.com, Mortgage Loan Officer at Investment Fiduciary Planners (IFP)
Location: Denver Metropolitan Area, United States 9 work roles 1 school
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Current company
Investment Fiduciary Planners (IFP)
Role
Multipreneur, Investment Advisor, CryptoRothIRA.com, Mortgage Loan Officer
Location
Denver Metropolitan Area, United States

Who is Nick Donaldson, Cdaa®? Overview

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Quick answer

Nick Donaldson, Cdaa® is listed as Multipreneur, Investment Advisor, CryptoRothIRA.com, Mortgage Loan Officer at Investment Fiduciary Planners (IFP), based in Denver Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Nick Donaldson, Cdaa®.

Nick Donaldson, Cdaa® previously worked as Founder of Investment Fiduciary Planners, LLC at Investment Fiduciary Planners (Ifp) and Founder at Cryptorothira.Com. Nick Donaldson, Cdaa® holds B.S., Rockwell College Of Business from Colorado State University.

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Email format at Investment Fiduciary Planners (IFP)

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Investment Fiduciary Planners (IFP)

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Profile bio

About Nick Donaldson, Cdaa®

What is your version of financial independence? The answer to this question is far more important than any hypothetical retirement number or age. As a financial advisor, I help clients achieve financial balance in their lives by optimizing every financial decision and understanding the interdependent nature of these decisions. I leverage technology to deliver sound advice and build lasting client relationships. For planning needs outside of my skill, I work with a network of professionals or collaborate with your existing trusted advisers.

Listed skills include Retirement Planning, Securities, Investment Strategies, Insurance, and 21 others.

Current workplace

Nick Donaldson, Cdaa®'s current company

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Investment Fiduciary Planners (IFP)
Investment Fiduciary Planners (Ifp)
Multipreneur, Investment Advisor, CryptoRothIRA.com, Mortgage Loan Officer
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9 roles

Nick Donaldson, Cdaa® work experience

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

Founder Of Investment Fiduciary Planners, Llc

Current
Investment Fiduciary Planners (Ifp)

Meet with me for a complimentary review so I can demonstrate how to provide immediate value to you, your family, your business, your money.Flat & formal fee structure providing full transparency to our professional relationship. You work hard for your money, make sure its working hard for you! Learn to keep more of what you make, do more with what you keep & take charge of your financial future.Advisory services offered through Investment Fiduciary Planners, LLC.

Feb 2015 - Present

Founder

Current
Cryptorothira.Com

Rollover old 401k’s, SEP IRA’s, Traditional IRA’s & ROTH IRA’s. Any qualified retirement savings accounts can be transferred to fund your Crypto IRA or you can start a new IRA anytime.

Jul 2021 - Present

Mortgage Loan Officer

Current
Efinity Mortgage

Personal NMLS#1997098Efinity Mortgage NMLS ID # 1043983https://www.efinitymortgage.com/

Aug 2020 - Present

Registered Representative

Gvc Capital Llc

Collaborated with a seasoned team of veteran bankers helping early innovator in PIPEs, registered directs, and other growth capital methods; Prepare private companies for IPO; Advise and execute on complicated debt and equity restructurings

Feb 2017 - Apr 2019

Internal Wholesaler

Transamerica

Baltimore, Maryland, Us

Aug 2007 - Jul 2009

Retirement Plans Specialist, Hnw, 529

Oppenheimerfunds

Atlanta, Ga, Us

Apr 2006 - Aug 2007

Broker Assistant - Retirement Plans Coordinator

Lpl Financial

San Diego, Ca, Us

Jun 2005 - Apr 2006
1 education record

Nick Donaldson, Cdaa® education

  • Colorado State University
    Colorado State University
    Rockwell College Of Business
FAQ

Frequently asked questions about Nick Donaldson, Cdaa®

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

What company does Nick Donaldson, Cdaa® work for?

Nick Donaldson, Cdaa® works for Investment Fiduciary Planners (IFP).

What is Nick Donaldson, Cdaa®'s role at Investment Fiduciary Planners (IFP)?

Nick Donaldson, Cdaa® is listed as Multipreneur, Investment Advisor, CryptoRothIRA.com, Mortgage Loan Officer at Investment Fiduciary Planners (IFP).

Where is Nick Donaldson, Cdaa® based?

Nick Donaldson, Cdaa® is based in Denver Metropolitan Area, United States while working with Investment Fiduciary Planners (IFP).

What companies has Nick Donaldson, Cdaa® worked for?

Nick Donaldson, Cdaa® has worked for Investment Fiduciary Planners (Ifp), Cryptorothira.Com, Efinity Mortgage, Gvc Capital Llc, and Financial Representative At Wealth Strategies Group.

How can I contact Nick Donaldson, Cdaa®?

You can use AeroLeads to view verified contact signals for Nick Donaldson, Cdaa® at Investment Fiduciary Planners (IFP), including work email, phone, and LinkedIn data when available.

What schools did Nick Donaldson, Cdaa® attend?

Nick Donaldson, Cdaa® holds B.S., Rockwell College Of Business from Colorado State University.

What skills is Nick Donaldson, Cdaa® known for?

Nick Donaldson, Cdaa® is listed with skills including Retirement Planning, Securities, Investment Strategies, Insurance, Financial Advisory, Financial Planning, Investment Advisory, and Investments.

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