Financial Planning Analyst
Nicholas joined Fragasso as a financial planning analyst in 2022. In this role, he works with a team of financial advisors to prepare financial plans, retirement projections, and annual reviews for prospects and clients. Nicholas takes pride in making a difference in the lives of others, which he can fulfill in this career by identifying strategies to help clients get closer to obtaining their financial goals. Prior to joining Fragasso, Nicholas worked for another investment firm in Pittsburgh as an account administrator.
He is a graduate of Penn State University where he received a bachelor’s degree in business administration. Nicholas grew up in the Pittsburgh area and now resides in Allison Park with his wife, Melissa, and their children Nolan and Noelle.
Series 7 licensed through Private Client Services
Series 66 licensed through Private Client Services and Fragasso Financial Advisors