Nick Whitmer
Financial Planner | Guidance Capital
- Role
- Financial Planner Certified Financial Plannertm at Guidance Capital
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
About Nick Whitmer
Financial planner, educator, and listener with a passion for helping individuals & families align their money with their values & goals.If you\'re looking for an advisor that will:• Uncover your opportunities & risks to allow for informed & easier decision-making,• Optimize your financial playbook with actionable recommendations & measurable outcomes,• Hold your best interests above all else,Then we should talk! Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Experience
Financial Planner Certified Financial Plannertm
Apr 2022 — Present · Louisville, KY, US
Education
University of Louisville
Bachelor of Science, Business Administration: Finance
2008 — 2012
Skills
- Marketing
- Sales Operations
- Customer Service
- Account Management
- Asset Location
- Event Planning
- Team Leadership
- Financial Services
- Variable Annuities
- Time Management
- Event Management
- Public Relations
- Investment Advisory Services
- Social Media Marketing
- Microsoft Excel
- Sales
- Budgets
- Finance
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