Nick Spagnoletti, CFP®

Nick Spagnoletti Jr., CFP®,  Partner of MACRO Consulting Group, adds a wealth of expertise to our firm in the areas of pre-retirement planning and insurance.  After 10 years in the investment & insurance industries, Nick began his own firm which specialized in the areas of Pre-Retirement Planning, Personal Insurance Services and Employee Benefits. He operated this successful practice for four years prior to joining Macro in 2004.

Nick is a graduate of Boston College, a member of the Financial Planning Association and a Registered Health Underwriter (RHU).  He holds his NJ Life and Health Insurance license and his CERTIFIED FINANCIAL PLANNER™ certification.  Nick has been featured in the financial pages of New Jersey’s Daily Record and Star-Ledger newspapers.  In 2008 Nick was chosen by NJBIZ as one of their "Top Forty Under 40" recipients.
 


Nick holds the following registrations, licenses, certifications, and designations:

 

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 7 Registration
     
  • Series 63 Registration
     
  • Series 66 Registration
     
  • LIfe and Health License
  • Insurance Licensed in CT, NJ, NY, MA, PA and VA
  • Securities Registered in CA, CT, DE, FL, IL, MA, NC, NJ, NY, OH, PA, and VA