Nicholas Reiland, CERTIFIED FINANCIAL PLANNER Professional, Chartered Financial Consultant, and Certified Exit Planning Advisor has over 20 years of experience in the financial services industry helping his clients make educated decisions while working together to develop proactive and tax-efficient approaches to their finances. He helps clients determine their personal goals and better comprehend all of the opportunities available to them, then develops realistic strategies for obtaining them. He believes his clients should protect their hard-earned retirement assets while also employing effective strategies to grow their assets to sustain a long and comfortable retirement. His ultimate goal is to guide his clients down a path of success that will help them achieve life-long goals.
Nick attended the University of Iowa where he graduated in 2000 with a Bachelor's Degree in Finance with minors in Economics and Accounting. He holds Series 63 and 65 securities licenses as well as life and health insurance licenses. He attained the Certified Financial Planner designation in 2005. The CFP certification is awarded to financial advisors that meet rigorous education and experience requirements as well as being held to the highest ethical and professional standards in the industry. Nick added the Chartered Financial Consultant designation in 2010 and the Certified Exit Planning Advisor designation in 2021 to continue his development and knowledge so that he can best serve the various and ever changing needs of his clients.
In his free time, Nick enjoys traveling, golfing, spending time with his family and is a die-hard Iowa Hawkeyes and Chicago sports fan. Nick, his wife Shannon and three kids, currently reside in Naperville, IL.
