Nicholas Boguth, CFA®, CFP®
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Senior Portfolio Manager, CERTIFIED FINANCIAL PLANNER®
Nicholas Boguth, CFA®, CFP®, is a Senior Portfolio Manager and CERTIFIED FINANCIAL PLANNER® at Center for Financial Planning, Inc.®, where he helps build investment plans for clients to navigate markets and protect long-term wealth.
Nick began his journey at The Center as an intern in 2014 while studying economics and statistics at the University of Michigan, transitioning to full-time after graduation. His responsibilities include building and maintaining custom investment portfolios, trading, overseeing client reporting, conducting investment research for the firm’s Investment Committee, and providing market insights through The Center’s “Money Centered” blog, X (@NickBoguth), and LinkedIn.
Nick is a CFA® charterholder and earned the CERTIFIED FINANCIAL PLANNER® certification in 2022.
Nick lives in Bloomfield Hills with his wife Emily, their four children (Emma, Lucy, Rosie, Michael) and two dogs (Oberon and Stella). Outside of work, you’ll likely find Nick spending time with his family, golfing, playing basketball, cheering on the Pistons, reading, and enjoying a good movie. He is actively involved with the CFA Society of Detroit, Detroit Economic Club, and volunteers as a mentor with Winning Futures helping high school students prepare for life after high school.
EDUCATION:
Bachelor’s degree, Economics & Statistics, University of Michigan
LICENSES & CERTIFICATIONS:
Chartered Financial Analyst® (CFA®)
CERTIFIED FINANCIAL PLANNER® (CFP®)
Series 7 and Series 63 Securities Licenses