Mark E. Nichols, brings a wealth of knowledge and experience to his role as an Retirement Income Certified Professional (RICP®). He has been in the financial services industry for 31 years, and his diverse background and formal training enables him to help clients pursue their long-term financial goals using comprehensive, individualized financial planning tools.
Mr. Nichols has developed a holistic approach to the financial planning needs of his clients based on their individual goals, time frames and risk tolerance. He works closely with clients to develop financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning. He also understands that people need structure and verifiable models to feel confident in their retirement planning decisions.
Mr. Nichols currently holds a Series 65 securities registration with Charter Advisory Services, in addition to being licensed to offer both life & health insurance in several states. He is also a graduate of Florida State University where he majored in Business and Marketing with an emphasis in Finance.
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