Nicholas Strom-Olsen, CFP®, AIF®, MBA

Nicholas Strom-Olsen, CFP®, AIF®, MBA

Owner / Founder @ Vermont Retirement Planners

About

RETIREMENT PLANNER WHO SPECIALIZES IN CREATING AND MANAGING RETIREMENT AND FINANCIAL PLANS FOR INDIVIDUALS AND BUSINESSES.

Country

United States

City

Manchester Center

Industry

Investment Management

Skill

Retirement Planning, Investments, Financial Planning, Investment Advisory, Asset Allocation

Experience

Vermont Retirement Planners

Owner / Founder

Vermont Retirement Planners

LinkedIn
2015-11 - Present · 10 yrs 11 mos

Manchester Center and Rutland, VT

We provide clear, sound financial advice to individuals and businesses. Our goal is to walk clients through the complex and challenging process of planning for and transitioning into retirement. We aim to make sense of complicated issues and to provide our clients with the tools, resources, and advice that will allow them to make the best decisions for themselves, their families, and their businesses. Securities offered through LPL Financial, Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Vermont Retirement Planners, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Berkshire Bank

Vice President / Senior Financial Consultant

Berkshire Bank

LinkedIn
2004-8 - 2015-11 · 11 yrs 4 mos

Rutland, Ludlow and Manchester, VT

Financial consultant specializing in retirement and financial planning.

Advest, Inc.

Financial Planner

Advest, Inc.

2002-6 - 2004-6 · 2 yrs 1 mo

Greenwich, CT and Hanover, NH

Specialized in creating financial plans and asset allocation training for financial advisors at the Advest investment firm.

Goldman Sachs Ayco

Senior Financial Planner

Goldman Sachs Ayco

LinkedIn
2000-6 - 2002-6 · 2 yrs 1 mo

Albany, New York Area

Developed and maintained personal financial plans for executives of Fortune 500 companies.

Education

Clarkson University

Clarkson University

LinkedIn

Investments

1999 - 2000 · 1 yr

MBA - Master's Degree

Castleton University

Castleton University

LinkedIn

Business Administration and Management, General

1995 - 1999 · 4 yrs

Nicholas Strom-Olsen, CFP®, AIF®, MBA's Contact Information

Email

******@***.com

Phone

(**) *** ****

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