“My favorite thing about being a Certified Financial Planner is being able to provide solutions for my clients and making sure they enjoy retirement after working so hard accumulating their wealth.” – Nick DiPaolo
After serving four years in the United States Air Force, Nick received his Certificate of Financial Planning from Xavier University in Cincinnati and went on to become a Certified Financial Planner™. His financial services experience began in 1998, starting as an internal products specialist, then providing strategic leadership and support to over 1500 financial advisors after being promoted to regional director at IFS Financial Services. He later joined a large regional bank as an investment advisor before deciding he could serve clients better on his own.
In 2005, Nick started DiPaolo Wealth Management, where he continues to provide comprehensive financial planning and investment support to clients. His practice is built on uncompromising principles and offers multi-disciplinary planning, wealth preservation strategy, retirement planning, and advisory services to business owners and those facing major life transitions.
Nick and his wife, Lora, reside in Franklin, Tennessee where they have three daughters Brooklynn, Olivia and Sophia. As well as helping clients ensure their current and future financial success, Nick is also dedicated to sharing his love of golf with others. He has been fortunate enough to share his passion with all three of his daughters. In his spare time, he enjoys family time, reading, traveling, and golfing with his girls.