Nicholas Franco, CFP
Nicholas is dedicated to helping his clients build, manage and preserve their wealth by creating customized plans and helping them make appropriate decisions throughout their lives to help them succeed financially.
Background & experience
Nicholas graduated from Louisiana State University, Baton Rouge, LA with a Bachelor of Science in Finance. Recognizing his passion for helping people plan for their financial goals and having a keen interest in the financial markets.
He continued his professional development by earning the CERTIFIED FINANCIAL PLANNERTM professional certification. To earn his CFP® he completed hundreds of hours of rigorous course work and examinations and adheres to the CFP® Board's Code of Ethics and Professional Responsibility. All CFPs are held to a strict standard of fiduciary care, meaning they must always put your financial best interests ahead of their own.
He began working in Financial Services as a Client Associate, then as a Financial Advisor for Merrill Lynch where he helped create investment plans using wealth outlook software, coordinating educational events for clients and prospects and providing financial advice to help his clients achieve their investment goals.
Through a comprehensive planning process he addresses client concerns including cash management, retirement income, and wealth preservation. His investment strategy reflects a globally diversified, tax efficient, and fee-conscious approach to investing.
Away from the office
Away from the office, Nicholas and his wife Rebecca, a chemical engineer at ExxonMobil, live in Baton Rouge. Having earned the Eagle Scout honor, he enjoys the outdoors and enjoys hunting and backpacking.