Nicholas Stroia Jr Email and Phone Number
🎩🌟 Aspiring CFP ® Professional | Embracing Behavioral Finance with a Holistic Approach 🌟🎩Hello #Linkedin Community! 🌟 I am a driven and ambitious senior student at Central Michigan University, pursuing a career in personal finance with a focus on behavioral finance. As I work towards becoming a Certified Financial Planner ™ (CFP®), I am gaining valuable real-world experience at a broker dealer where I am passionate about adopting a holistic approach to financial planning.💡📊 Beyond the Numbers: I believe in going beyond the numbers and charts to understand the unique financial journey of each client. I strive to craft personalized and comprehensive financial strategies that align with their life goals, by taking their values, aspirations, and challenges into account.🏆🎯 Aspiring CFP® Professional: My commitment to excellence drives me to pursue the prestigious CFP® designation. I am dedicated to upholding the highest ethical standards and providing the best financial advice to help clients achieve financial success.🌱🧳 Embracing Behavioral Finance: Understanding the influence of behavioral biases on financial decisions is essential. I aim to empower clients to make informed choices and stay on course even in times of uncertainly, by incorporating behavioral finance principles into my practice. 📈🚀 Real-World Experience: During my time at the broker dealer, I acquired a proficient understanding in various software applications and honed my skills in providing support for financial planners. These softwares includes Morningstar, Nitrogen, Fi360, Investigo, and Emoney.🌟🌿 Ready to Make a Difference: As I prepare to graduate, I am excited to leverage my academic knowledge and industry experience to make a positive impact in the lives of individuals and families. My mission is to help clients feel empowered when making financial decisions.💬🤝 Let's Connect: I am eager to connect with fellow students, financial planning experts, and anyone passionate about holistic financial well-being. Whether it's discussing the latest trends, exploring career opportunities, or sharing insights, I am excited to connect and grow together!#SeniorStudent #CFPCandidate #BehavioralFinance #HolisticFinancialPlanning #PersonalFinance #FinancialWellBeing #FutureFinancialPlanner #BrokerDealer #FinancialPlanningAssociation #NetworkingOpportunities #FinanceJourney #AspiringCFP
Stroia Securities Services
View- Website:
- stroiagroup.com
- Employees:
- 3
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Administrative AssistantStroia Securities Services May 2024 - PresentSouthgate, Michigan, United States
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InternBdops May 2023 - Aug 2023Ann Arbor, Michigan, United StatesDuring my internship at BDOPs, I embarked on a journey of continuous learning and mastering four essential software applications: Morningstar, Fi360, Nitrogen, and Emoney. Collaborating closely with reps, I facilitated a seamless process where they would submit portfolios for analysis and receive insight recommendations. Shadowing my experienced colleagues during this process allowed me to gain valuable insights into making sound portfolios recommendations, furthering enhancing my expertise in the financial industry.
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Office Administrative AssistantStroia Securities Services Jun 2021 - Aug 2021Southgate, Michigan, United StatesDuring my time at Stroia Securities Services, I acquired proficiency in utilizing the Redtail CRM system, facilitating efficient data management, and client engagement. Additionally, I took an active role in crafting compelling advertisements for newspapers, the company website and our newsletter, effectively enhancing the firm's brand presence, and communication efforts. Moreover, I proactively supported the office during periods of high demand, assisting with clerical tasks, ensuring smooth operations, and optimal client service.
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Sales AssociateCutco Cutlery Jun 2017 - Aug 2017Taylor, Michigan, United StatesI started my Cutco career by reaching 7th best in the nation for sales in my first week. This lead me to opportunity to meet the head reprehensive of the Midwest. I gave a speech at the Kellogg Center at Michigan State University to all the sales reprehensive in Michigan on how to get leads and close sales.
Nicholas Stroia Jr Education Details
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Business And Personal/Financial Services Marketing Operations -
Financial Planning And Services
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Business Administration And Management, General
Frequently Asked Questions about Nicholas Stroia Jr
What company does Nicholas Stroia Jr work for?
Nicholas Stroia Jr works for Stroia Securities Services
What is Nicholas Stroia Jr's role at the current company?
Nicholas Stroia Jr's current role is Personal Finance.
What schools did Nicholas Stroia Jr attend?
Nicholas Stroia Jr attended Central Michigan University, Central Michigan University, Henry Ford College.
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Nicholas Stroia Jr.
Detroit Metropolitan Area
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