Nicholas Punzio
Wealth Advisor at VestGen Wealth Partners
- Role
- Wealth Advisor at VestGen Wealth Partners
- Location
- Batavia, IL, US
- LinkedIn followers
- 500 followers
About Nicholas Punzio
My role as a financial consultant is to partner with my clients to help them work towards their financial goals. With over 10 years’ experience in the Financial Service Industry, I design plans to assist clients in pursuing their financial goals and objectives. The key to this is to put clients on the path to achievement and continue to monitor and update the plans when necessary so that their plans progress with them.I believe that the most important part of the relationship with my clients is trust and education. I enjoy helping people understand where they have been, in order to help plan where they are going. I strive to put my client’s interest and concerns first. I graduated from Aurora University with a Bachelor of Science degree - Business Administration.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.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.
Experience
Wealth Advisor
Dec 2024 — Present · Inverness, IL, US
Education
Aurora University
BS, Business Administration and Accountancy
2005 — 2007
Batavia High School
Diploma, General Studies
1998 — 2002
Skills
- Finance
- Etfs
- Investments
- Asset Managment
- Fixed Income
- Asset Management
- Hedge Funds
- Retirement Planning
- Finra
- Strategy
- Financial Markets
- Trading
- Securities
- Investment Strategies
- Alternative Investments
- Bonds
- Strategic Financial Planning
- Financial Advisory
- Uniform Combined State Law
- Portfolio Management
- Options
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Equities
- Analysis
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