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Chsnc Nick Wallace Ricp

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Chsnc Nick Wallace Ricp

Founder & Wealth Management Advisor - Wallace Financial | Northwestern Mutual

Richmond, Kentucky, United States

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Chsnc Nick Wallace Ricp

Summary

Nick Wallace is a dedicated Wealth Management Advisor with a focus on retirement income and special needs planning. He founded Wallace Financial under Northwestern Mutual, where he helps families navigate their unique financial journeys. With a background in financial planning and investment strategies, Nick emphasizes the importance of aligning financial actions with personal goals. His approach is rooted in the belief that financial peace is achievable through continuous progress and tailored planning. He holds specialized certifications, including Chartered Special Needs Consultant and Retirement Income Certified Professional, showcasing his commitment to serving diverse client needs. Based in Richmond, Kentucky, he is passionate about reducing financial stress for families, regardless of their starting point in financial planning. Nick's educational background includes a Bachelor of Business Administration in Finance from Eastern Kentucky University, further enhancing his expertise in the field.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Chsnc Nick Wallace Ricp

Work Experience

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Founder & Wealth Management Advisor - Wallace Financial at

Northwestern Mutual

May 2017 - Present

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Chsnc Nick Wallace Ricp

Education

The American College of Financial Services, Chsnc® - Chartered Special Needs Consultant

January 2020 - January 2021

Eastern Kentucky University, Bachelor Of Business Administration - Bba

January 2014 - January 2018

The American College of Financial Services, Ricp® - Retirement Income Certified Professional

January 2021

Frequently Asked Questions about Chsnc Nick Wallace Ricp

What is Chsnc Nick Wallace Ricp email address?

Chsnc Nick Wallace Ricp's primary email address is ***********@northwesternmutual.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Chsnc Nick Wallace Ricp work for?

Chsnc Nick Wallace Ricp is a Founder & Wealth Management Advisor - Wallace Financial at Northwestern Mutual, a company specializing in Federal reserve banks.

Where Chsnc Nick Wallace Ricp graduated from?

Chsnc Nick Wallace Ricp holds a degree in Financial Planning And Services from The American College of Financial Services.

How can I directly contact Chsnc Nick Wallace Ricp?

To contact Chsnc Nick Wallace Ricp directly, you can use the email address ***********@northwesternmutual.com. Complete contact information is available upon registration with Muraena.

Who is Chsnc Nick Wallace Ricp?

Nick Wallace is a dedicated Wealth Management Advisor with a focus on retirement income and special needs planning. He founded Wallace Financial under Northwestern Mutual, where he helps families navigate their unique financial journeys. With a background in financial planning and investment strategies, Nick emphasizes the importance of aligning financial actions with personal goals. His approach is rooted in the belief that financial peace is achievable through continuous progress and tailored planning. He holds specialized certifications, including Chartered Special Needs Consultant and Retirement Income Certified Professional, showcasing his commitment to serving diverse client needs. Based in Richmond, Kentucky, he is passionate about reducing financial stress for families, regardless of their starting point in financial planning. Nick's educational background includes a Bachelor of Business Administration in Finance from Eastern Kentucky University, further enhancing his expertise in the field.

Chsnc`s contact details

mail

***********@northwesternmutual.com

Colleagues

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Msfp Ryan Huberty Cfp

Chief Financial Officer

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Nicole Sivak

Chief Development Officer (CDO)

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Sathish Gururajan

Vice President, Infrastructure and Cloud Services

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Scott Theodore

Managing Partner

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Sean Mueller

Managing Director

Stephanie Bromley

Vice President - Distribution Finance and Field Office Real Estate

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Stephanie Jarstad

Vice President - Marketing Operations & Chief of Staff

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Paul Edwards

Chief Operations Officer & Director of Network Office Supervision

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Aaron Peterka

Vice President - Employee and Field Communications

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Adnan Ramji

Vice President - Infrastructure Engineering & Operations

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