Nick Maratta, Managing Partner
How I Like to Work With People
I love to see a plan come together. I like to work with people one-on-one to help guide, educate, and build a financial plan brick-by-brick – a plan that becomes something great and is based on their values and goals. Everyone’s situation and perspective are unique and each plan is built specifically for them. I work best with people who are looking for an expert to maximize their wealth strategies with proactive customized planning and investment management.
Areas of Focus
- Generational Family Planning
- Sudden Wealth Management
- Life Transitions
Why I Became a Financial Planner
I have worked in this industry for 20 years. I have learned the best way for me to truly help someone is to develop a personal relationship by getting to know their values, goals, and what truly is important to them. I value quality in my relationships rather than quantity. I chose to be a fee-only fiduciary because that is the best way to serve my client’s best interest. I am compensated by my clients to act as fiduciary in all instances. There are no sales incentives, kick-backs, commissions, referral fees, or any third-party compensation as is the case in “fee-based” arrangements.
“A goal without a plan is just a wish”
– Antoine de Saint-Exupery
I am an Active Member of These Professional Organizations
I am an Active Volunteer For These Organizations
B.A. from Rollins College (Economics/Business)
M.B.A from Crummer Graduate School of Business (Rollins College).
Member: Omicron Delta Epsilon - National Economics Honor Society
Graduate Certificate in Financial Psychology and Behavioral Finance, Creighton University Heider College of Business
- Certified Financial Planner™ (CFP®)
- Certified Financial Behavior Specialist™ (FBS®)
Brief Employment History
- Branch Manager – Scottrade 1999-2016
- 2018 Top Ranked Wealth Management Firm Florida: https://www.advisoryhq.com/articles/best-financial-advisors-in-florida/#...
- Charitable Giving: Beyond the Basics:
529 Versailles Dr Ste 104
Maitland, Fl 32751