Nick Spagnoletti, CFP® is a Partner at MACRO Consulting Group. His expertise in the areas of pre-retirement planning and insurance, combined with his business savvy have afforded him a successful career as a financial planner. After 10 years in the investment and 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 is a CERTIFIED FINANCIAL PLANNER™ professional. Nick has been named a “Five Star Wealth Manager” as seen in New Jersey Monthly magazine for six consecutive years.1 He was also recognized by NJBIZ magazine as a “Top Forty Under Forty” business professional,2 named one of the “Best Financial Advisors for Doctors” by Medical Economics,3 and is listed as one of the best Financial Advisors on the Best of the U.S. website.4 Nick has also been quoted in the financial pages of New Jersey’s Daily Record and Star-Ledger newspapers.
1 Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2012-2017)
2 Award is based on age, leadership, and a record of achievement. (2008)
3 Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2013-2015)
4 The Best of the U.S. is based on ongoing efforts to identify those professionals that continue their education in their field, have been recognized as the best in their field by their peers, and have distinguished themselves as leaders in their profession. They accept peer nominations, clients and patient nominations, as well as self-nominations. Professionals do not pay a fee to be included on the basic listing. (2007)