Nicholas Chiricosta
Founder and Wealth Advisor @Utopia Wealth Management, Llc
Miami-Fort Lauderdale, FL, US
EMAILS
n••••••••@utopiawealth.com
MOBILE NUMBERS
+15•••••••83
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WORK HISTORY
Mar 2019 — Present
Founder and Wealth Advisor @Utopia Wealth Management, Llc
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Miami, TX, US
Utopia Wealth Management is a planning-centric wealth management firm that acts as a fiduciary and specializes in providing fee-only customized solutions to high net-worth individuals, families and business owners.
EDUCATION
2008 — 2008
Universidad Nebrija
Spanish Language and Literature
2015 — 2017
College for Financial Planning
Master of Science (M.S.), Financial Planning
2011 — 2013
Boston University
Financial Planning
N/A
Marjory Stoneman Douglas High School
High School Diploma
2006 — 2009
University of Central Florida
Bachelor of Arts (B.A.), Spanish Language and Literature
SKILLS
Public SpeakingFinancial PlanningSalesLeadershipPersonal Tax PlanningAsset ManagementPersonal Financial PlanningStrategic PlanningEstate PlanningReal EstateFinancial ServicesStrategic Financial PlanningInvestmentsMicrosoft OfficeInvestment PropertiesStrategyCustomer ServiceRetirement PlanningReal Estate TransactionsManagementEmployee BenefitsInsuranceInvestors
ABOUT NICHOLAS CHIRICOSTA
I manage wealth with intention. I act as a fiduciary while providing fee-only customized…
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