Nick H. Email & Phone Number

As a CFP® Professional and IRS Enrolled Agent with 12+ years experience, I help clients make their money work as hard as possible. I manage and train a team of financial advisors to give financial advice to clients with $100,000 - $5 million of assets. I have appeared on 100's of media outlets including Yahoo Finance, CNBC, The Wall Street Journal, Barrons and more as a subject matter expert on taxes, investments, robo advisors & retirement. I've spoken at conferences including EBRI, CFP Board, UCLA and more about the same topics.I have helped 1,000's of clients with their investing, tax planning & financial planning needs. I have worked at traditional firms, start ups, and robo advisors. I enjoy working not only with clients, but also with product managers, designers, and editors to build tools and write articles that empower investors and other advisors. I also have a passion for reaching as many people as possible. That is why I write educational finance articles, do volunteer speaking, and ultimately why I work for Betterment.

Listed skills include Investments, Financial Planning, Retirement Planning, Portfolio Management, and 2 others.