Anthony Nichols, CFP

As a Financial Advisor with Wells Fargo Advisors and a Certified Financial Planner®, Tony helps clients achieve their financial goals through personalized, adaptable strategies. His CFP® certification enhances his ability to provide guidance in areas such as tax-efficient investing, generating retirement income, navigating estate complexities, and managing financial risk. He specializes in investment management, education planning, 401(k) rollovers, retirement planning, insurance solutions, and estate strategies—always tailoring plans to fit each client’s unique circumstances.

In addition to the CFP® designation, Tony holds the FINRA Series 7, 66, 65, and 63 securities registrations, along with Life and Health Insurance licenses.

A proud alumnus of both Duquesne University and Malvern Prep, Tony remains an active member of both communities. He had the privilege of playing golf for both schools, and his passion for the game continues today. Outside of work, Tony enjoys spending time with his wife Erika and son Tony, traveling, and playing ice hockey.