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Our financial advice team


Nicklaus Serafini

Nicklaus Serafini

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Tru Insight Wealth Advisors
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Cash Flow Management Strategies
  • Investments
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Retirement Planning Strategies

Interests

I thoroughly enjoy spending time on the golf course with my family. Both my father and wife love the game of golf, so we spend many summer evenings out on the course together. I also play recreational hockey as I started skating almost before I could walk and most of my family skates, so I come by it honestly. If I'm not engaged in either of those activities you will probably find me either fishing or riding my motorcycle.

Awards & recognition

  • Tru Insight Wealth Advisors, Ameriprise Client Experience Award, 2020

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
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