ABOUT ME
Financial knowledge should not be a privilege but a right to empower individuals to make informed decisions.
I’m Nick Russo, a financial advisor; after graduating with a degree in Finance from Seton Hall University, I’ve committed myself to making financial planning accessible and understandable for everyone. I believe that financial knowledge should not be a privilege but a right, empowering individuals to make informed decisions about their futures.
My journey into finance is fueled by a desire to demystify complex financial concepts and to provide clarity in what often feels like a daunting and complicated process.
Qualifications
I hold several licenses and registrations, including Life and Health, SIE, Series 7, and Series 66.
These credentials enable me to offer a comprehensive suite of financial services tailored to meet my client’s unique needs.
The financial degree I received from Seton Hall University (Go Pirates!) and my experience let me stay informed about the latest market trends and financial products, ensuring that my clients receive the best advice possible.
I continually seek opportunities for professional development to enhance my skills and provide greater value to those I serve. This commitment led me to join Allied Wealth Partners—founded in 1966 and recognized as an elite, independent wealth management firm in the New York/New Jersey metropolitan area.
My Approach
My approach is collaborative, down-to-earth, and client-first.
Just like mapping out a trip, financial planning isn’t always straightforward; it requires careful consideration of your current situation and future goals.
I use the GPS analogy to guide my clients: We start by identifying your current location—where you are financially—and then we establish your destination—where you want to be. Along the way, I provide clear directions and support to help you navigate any detours.
I aim to create a partnership built on trust, where you feel empowered to take charge of your financial future, knowing that I am here to support you every step.
Fun Facts
There is nothing I enjoy more than sports...period. Specifically, I’m a huge basketball fan with a soft spot for the Knicks.
The thrill of the game brings me immense joy, whether I’m watching a live game or discussing strategies with fellow fans. And yes, I find it completely acceptable to root for both the Mets and Yankees!
This love for sports reflects my competitive spirit and dedication, which I bring into my work as a financial advisor.
Financial Planning Services
Retirement Planning
This covers planning for reaching retirement and managing finances throughout it.
Educational Planning
Pre-College for funding and Post-College for loan strategies and refinancing.
Investment Management
Development and management of an investment portfolio tailored to your specific goals.
Insurance Planning
Ensures your financial plan includes protections like life, disability, and long-term care.
Disclaimer
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Check the background of your financial professional on FINRA's BrokerCheck.
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Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Registered Branch phone # (973) 299-9222
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This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.
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Financial professionals do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.