Nicholas Bufano
Financial Consultant at Fidelity Investments | Family Wealth Management
- Role
- Financial Consultant at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Nicholas Bufano
I’m a Financial Consultant at Fidelity Investments focused on helping families make smart, confident financial decisions. I believe in building strong relationships, and always putting my clients’ best interests first. I’m proud to help clients grow, protect, and pass on their wealth for generations to come.
Experience
Financial Consultant
Apr 2025 — Present · Denver, CO, US
I provide holistic financial planning and family wealth management for clients across the U.S, specializing in estate, tax, and retirement planning. My focus is on building lasting relationships and delivering personalized strategies to help families grow, protect, and transfer wealth across generations. Using advanced financial modeling and investment management techniques, I align financial decisions with each client’s most important life goals—whether that’s building wealth, retiring confidently, or creating a lasting legacy.
Education
Appalachian
Exercise Science
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