About Nicholas A. Perazzolo CFP®
Nicholas A. Perazzolo CFP® CERTIFIED FINANCIAL PLANNER®
Nicholas A. Perazzolo, CFP®, CKA®, is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Kingdom Advisor®, and an Investment Advisor Representative with Private Advisor Group.
Nicholas is passionate about helping individuals and families align their financial decisions with their long-term goals and values. As a CFP® professional, he is committed to providing comprehensive financial planning guided by high ethical and professional standards. As a Certified Kingdom Advisor®, Nicholas integrates biblical wisdom and financial stewardship principles into the planning process for clients who desire faith-based financial guidance.
Nicholas has passed the Series 66 examination and is registered as an Investment Advisor Representative with Private Advisor Group.
Nicholas graduated from Indiana University Northwest in 2016 with a Bachelor of Science in Finance. His passion is to walk with others in their journey in reaching their long-term goals by equipping them with the best information and tools needed. He strives to help others to feel confident in their journey.
Nicholas, his wife Sara, and three children, Lincoln, Aiden, and Madilyn reside in Hebron, IN. Nicholas and Sara are active in their church as leaders of a small bible study and serve in Faith Kids. Nicholas enjoys spending time with his family, hiking, canoeing, and golfing.
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Timothy J. McKenna Jr. CFP® CERTIFIED FINANCIAL PLANNER® Managing Partner
Daniel J. McKenna CFA® Chartered Financial Analyst® Managing Partner
Erin M. Schuster CFP® CERTIFIED FINANCIAL PLANNER® Client Relations Manager
Jayson W. Johnson CFP® CERTIFIED FINANCIAL PLANNER® Client Relationship Manager
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