Meet Nicholas C. Craven, CFP®
Nicholas Craven is a financial coach and investment advisor representative.
Nick has met the rigorous experience and ethical requirements of the CFP Board, has successfully completed extensive financial planning coursework, and has passed the comprehensive CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement, employee benefits, and estate planning.
Nick is well-versed in the art of helping to determine the best financial plan of action for each individual client. As a senior advisor, Nick specializes in investment management and advanced planning strategies. His passion is coaching the ideology of passive asset management to ensure that his clients can achieve complete financial peace of mind.
Nick graduated in 2016 from Bucknell University, where he studied economics and history. While attending, he was a member of the Bucknell football team and played defensive tackle. Nick currently resides in Ocean City with his wife, Casey, and their dog, Chewy. In his spare time, Nick enjoys duck hunting, boating, and working out.