Nicholas Llerena Email and Phone Number
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We have an expression in our house: Do good, keep doing good, and always come home. I strive to exercise these same principles in my financial advising practice. When successfully applied, this cycle reinforces itself, delivering the results my clients deserve and ensuring lasting prosperity for my family. Building and sustaining long-term relationships is why I am where I am today. My clients rely on me to be their committed “right hand,” an attentive listener, a resourceful advisor, and an enthusiastic doer. My mission is to help them craft a financial roadmap aligned with their individual values, empowering them to live the life they envision.The clients I partner with tend to fall into two main categories. The first group are highly salaried professionals with equity compensation or restrictive employment covenants that make it challenging for them to invest for their future. They are often executives, financial professionals or accountants that audit financial firms. I understand their responsibilities and limitations, and work with my administrative team to mitigate any conflicts. The second group I serve are profitable business owners seeking robust risk management and wealth accumulation strategies. As a business owner myself, I am able to empathize with their needs and experiences. My job is not only to help others achieve their goals, but to bolster their confidence and hold them accountable to their success. By instilling principles of faith in the future, patience in the process, and discipline in execution, I guide clients towards their ideal financial future while alleviating stress and fostering a sense of empowerment. As a Queens native and son to immigrant parents from Colombia and Peru, I value different cultures and love to explore new restaurants with my family. My wife, Andrea, and I have two wonderful kids, Ford and Kennedy. I am an avid tennis player and also enjoy snowboarding, traveling, reading, listening to music, and spending time with loved ones.Your values and goals should be the foundation of your financial plan. If you’re ready to navigate your future with confidence, let's chat.631-592-2039nick.llerena@nm.comDesignations: CFP®, ChFC®, CLU®, RICP® CASL®Specialties: Financial Planning | Business Owners | Succession Planning | Retirement Income Strategies | High Net Worth Families | Charitable Giving | Risk Management Solutions | Fee-Based Planning | Top Hat Plans | Investment Solutions
Strategic Planning Associates
View- Website:
- strategicplanningassociates.nm.com
- Employees:
- 19
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Partner And Lead Private Wealth AdvisorStrategic Planning AssociatesMelville, Ny, Us -
Partner & Lead Private Wealth AdvisorStrategic Planning Associates Aug 2017 - PresentGreater New York AreaStrategic Planning Associates is a wealth advisory firm helping clients plan for the life they want to live and the legacy they want to leave. We build financial wealth through engagement that prioritizes people over products. We’re a multi-generational team serving client needs across all stages of life. We believe your vision for the future should guide the development of your financial plan. We combine investment strategy, products, and services to help each client live their ideal life. Our success stems from our 5 step proven process. To establish lasting relationships with our clients, we follow thoughtfully developed and highly effective steps: • Discovery: We prioritize understanding your values, vision, and goals to clarify needs, identify obstacles, and establish priorities. • Planning & Analysis: Our experienced team, supported by cutting-edge financial technology, analyzes your financial landscape to develop a comprehensive plan. • Recommendations: Through consultative and educational discussions, we explore planning opportunities and recommend tailored strategies. • Implementation: Our team systematically applies the agreed strategies and outlines what is required to develop and maintain your financial plan and strategy.• Review & Updating: We regularly monitor and manage your plan, evaluating progress and adjusting strategies as needed to ensure long-term success. Our clients benefit from the intellectual capital of our firm. Each of our lead advisors specializes in assisting a unique set of clients. As a team, we have the benefit of leveraging each other’s strengths. Through our collective knowledge and individual expertise, we are able to meet our clients where they are in life. At SPA, we foster a culture of care and collaboration, ensuring no one is ever left in the dark. If you’re looking for a partner to help chart your path, let’s connect. nick.llerena@nm.com -
Partner & Private Wealth AdvisorStrategic Planning Associates Jan 2002 - PresentStrategic Planning Associates is a wealth advisory firm helping clients plan for the life they want to live and the legacy they want to leave. We build financial wealth through engagement that that prioritizes people over products. We’re a multi-generational team serving client needs across all stages of life. We believe that your vision for the future should guide the development of your financial plan. We combine investment strategy, products, and services to help each client live their ideal life. Our success stems from our proven engagement process. To establish lasting relationships with our clients, we follow five thoughtfully developed and highly effective steps:• Discovery: We prioritize understanding your values, vision, and goals to clarify needs, identify obstacles, and establish planning priorities.• Planning & Analysis: Our experienced team, supported by cutting-edge financial technology, analyzes your financial landscape to develop a comprehensive plan.• Recommendations: Through consultative and educational discussions, we explore planning opportunities and recommend tailored strategies.• Implementation: Our team systematically applies the agreed strategies and outlines what is required to develop and maintain your financial plan and investment strategy.• Review & Updating: We regularly monitor and manage your plan, evaluating progress and adjusting strategies as needed to ensure long-term success.Our clients benefit from the intellectual capital of our firm. Each of our lead advisors specializes in assisting a unique set of clients. As a team, we have the benefit of leveraging each other’s strengths. Through our collective knowledge and individual expertise, we are able to meet our clients where they are in life. At SPA, we foster a culture of care and collaboration, ensuring no one is ever left in the dark. If you’re looking for a partner to help chart your path, let’s connect.nick.llerena@nm.com(631) 592-2039 -
Wealth Management AdvisorNorthwestern Mutual Aug 2002 - Present
Nicholas Llerena Skills
Nicholas Llerena Education Details
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Computer Science, Financial Economics -
Forest Hills High SchoolHigh School
Frequently Asked Questions about Nicholas Llerena
What company does Nicholas Llerena work for?
Nicholas Llerena works for Strategic Planning Associates
What is Nicholas Llerena's role at the current company?
Nicholas Llerena's current role is Partner and Lead Private Wealth Advisor.
What is Nicholas Llerena's email address?
Nicholas Llerena's email address is nl****@****ail.com
What is Nicholas Llerena's direct phone number?
Nicholas Llerena's direct phone number is +151642*****
What schools did Nicholas Llerena attend?
Nicholas Llerena attended Binghamton University, Forest Hills High School.
What are some of Nicholas Llerena's interests?
Nicholas Llerena has interest in Blues, Scotch, Economic Empowerment, Business Development, Snowboarding, Education, Perpetuating Success, Sailing, Community Development, Golf.
What skills is Nicholas Llerena known for?
Nicholas Llerena has skills like Leadership, Recruiting, Customer Service, Time Management, Sales, Building Relationships, Decision Making.
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