Nicholas Deering, MBA, CFP®, CLTC

Nicholas Deering, MBA, CFP®, CLTC

Office: 920-452-2255
E-mail:
 

Nick has been in investment management for more than 9 years.  He specializes in individual Wealth Management, Retirement Planning, and Employer-Sponsored Retirement Plans.  He is committed to helping his individual and business clients set and achieve their financial goals so they can concentrate on what is most important to them.

Nick takes pride in educating his clients about retirement planning in terms they can understand and apply easily.  He starts by listening to what his client wants, and delivers his honest opinion based on diligent research and experience.  Nick's approach is to maintain consistent communication with his clients in order to stay up-to-date on any changes in their lives.

Nick has a bachelor's degree in Consumer Science:  Personal Finance from the University of Wisconsin - Madison and a Master's of Business Administration in Investment Management from the University of Wisconsin - Milwaukee.  He is an Investment Adviser Representative with Cetera Investment Advisers LLC.  Nick is a Certified Financial Planner and is also licensed to sell insurance.  He is a committee member with the Economic Revitalization Committee for Port Washington's Main Street Program and a member of the Economic Development Committee for the city of Port Washington.

Nick can be reached at ndeering@hubertywm.com or 920-452-2255.