Nicholas Gyeszat, CFP®, CIMA®

Nick-gyezat

Nick received his Bachelor of Arts in economics from Ohio State University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® certification, which is administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management.

 

He says his passion for finance comes from an early love for both numbers and helping people, so financial advice was the right fit for him. 

 

Nick is the managing director at TRUADVICE Wealth Management. He was previously the director of strategic planning. He says his passion for finance comes from an early love for both numbers and helping people. Financial advice was the right fit for him.

 

Nick previously served as financial planning coordinator at Global Financial Private Capital.

 

He enjoys simplifying complex topics so they are easy to understand for people not versed in finance.

 

He lives with his wife Ashley, daughter Sloane, son Luke, and dogs Zoey and Izzy. He enjoys spending time relaxing with his family and catching up on TV shows after the kids go to bed. He’s a big Ohio State football fan and always tries to sneak in some time on Saturdays to watch their games.

 

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