Nick Kaiser, CFP®
Director of Financial Planning, Our Partner at Foundations
A rare breed born and raised in Arizona, Nick Kaiser has amassed over 10 years wealth management and financial planning experience in the high net worth segment. At Edward Jones he was part of the operational team to help launch their Advisory Solutions managed account product where he educated financial advisors on the new product and how to best position it for their clients. He also spent over 6 years working directly with clients in a Wealth Management office at Northwestern Mutual with over $150 million in AUM. He mainly helped clients with retirement and retirement income planning by using portfolio analysis and financial planning software to create plans that helped guide them through retirement.
Nick has his Certified Financial Planner designation along with the Series 6,7,63, and 65 certifications. He is also currently pursuing the Certified Investment Management Analysis designation. He has a passion for supporting advisors in securing new and retaining current clients using the CFP planning process and operating as a fiduciary.
When away from the office Nick enjoys spending time at the ballpark watching and coaching his two sons play baseball with his beautiful wife.