Founder and Wealth Advisor

As Founder/Wealth Advisor for Utopia Wealth Management, Nick specializes in providing customized wealth planning solutions to high net worth individuals, families and business owners as part of an overall personalized wealth management strategy. 

Prior to founding Utopia Wealth Management, Nick spent over 10 years working in the financial services industry with experience in both the multi-family office space as well as serving as a Sr. Wealth Planning Consultant for one of North America's largest financial institutions. Nick earned his bachelor’s degree from the University of Central Florida in Orlando, Florida. He is a CERTIFIED FINANCIAL PLANNER^™ professional (CFP®) with a Masters of Science degree in Personal Financial Planning. He also has the only all graduate-level financial planning designation in the MPAS®, Master Planner Advanced Studies ^℠.  Nick holds the IRS designation of Enrolled Agent (EA), the highest credential that the IRS awards.   Additionally, Nick holds the Chartered Retirement Planning Counselor ^℠ (CRPC®)and the Accredited Wealth Management Advisor ^℠ (AWMA®) designations.

Nick and his family live in Parkland, FL. Nick is an alumni of Marjory Stoneman Douglas and is actively involved in the community. He was appointed to the Executive Committee for the Young Friends of the Kravis Center in West Palm Beach and previously served as Treasurer and is an active member of the Financial Planning Association (FPA), FPA of South Florida.