Nick
Friedman
CFP®
Here to act in your best interests
About me
Helping my clients plan their financial future and look forward to the retirement they deserve is what makes my work as a financial planner so rewarding. Outside of work, I’m usually doing one of three things: enjoying the outdoors with my family and dogs, serving as head coach of the Briarcliff High School Boys Varsity Basketball team, or agonizing over/rooting for the Jets, Mets and Knicks.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Finance - University of Delaware
Visit one of our Locations
New York VII - White Plains
10 Bank Street
Suite 1215
White Plains, NY 10606
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
