Nick Stern
Financial Paraplanner Qualified Professional
- Role
- Financial Paraplanner Qualified Professional at North Star Advisory Group
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Nick Stern
As a Financial Paraplanner Qualified Professional (FPQP) with North Star Advisory Group…
Experience
Financial Paraplanner Qualified Professional
Jun 2025 — Present · Beachwood, OH, US
Financial Plan Development: Collaborate with financial advisors to create detailed financial plans and cash flow analysis, including retirement planning, investment strategies, risk management, tax planning, and estate planning.• Data Analysis & Research: Gather and analyze client financial data, including income, expenses, assets, liabilities, and risk tolerance, to inform planning recommendations.• Compliance & Documentation: Ensure all financial plans and recommendations adhere to regulatory standards and firm policies, maintaining accurate and up-to-date client records.• Client Interaction: Support client meetings by preparing reports, presentations, and financial projections, and occasionally engaging directly with clients to clarify plan details.• Software Proficiency: Utilize NSAG’s proprietary financial planning & cash flow software and CRM tools such as ACT! and Salentica (SalesForce) to streamline planning processes and enhance client deliverables.• Continuous Learning: Stay current on industry trends, tax laws, and financial products to provide cutting-edge support to advisors and clients.
Education
Bowling Green State University
Bachelor of Business Administration - BBA, Finance and Financial Management Services
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