CONSORTIUM MEMBER SINCE 2013

Nicholas Rios

Financial Planning Coordinator

Financial Strategies Group
500 Sawgrass Corporate Parkway
Suite 100
Sunrise, FL 33325

Phone  |  954/888-4680
Fax  |  954/888-4788
E-mail  |  Nick@fsgplanners.com
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Member Profile

Client Vision

Nick currently oversees the Financial Planning Department, specializing in client relations. He also helped to spearhead FSG’s Young Professionals Program.

Nick is working alongside Hank and Kimberly, gaining experience from the duos combined 48 years of experience, while earning his own CFP® designation.

With intergenerational planning becoming more of a top priority for the firm, Nick quickly recognized a gap in financial knowledge among his peers. Personally, Nick realizes the power that communication can have in establishing a sense of financial literacy.

Growing up his mother, Kim made sure that himself and his brother Chris were well informed about the importance of planning for the future. These discussions played a huge part in Nick’s decision to follow in his family’s footsteps, in the financial industry.


Areas of Expertise

  • Wealth Vision and Account View
  • Client Relations
  • Social Media

 


Outside The Office

When he’s not in the office, Nick is outdoors, traveling or spending time with family and friends. If he’s not running, biking or playing sports, he’s on the ocean or at the beach. He also volunteers his time with various local charities, primarily the Alzheimer’s Association. His focus in on New Team Recruitment and he has participated in the last three annual walks.








TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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