Nick Defethaler, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® In addition to working closely with clients as a Senior Financial Planner, he is Director of The Center’s Financial Planning Department and a member of the firm’s Investment and Operations Committees.
Nick joined The Center team in July 2013 and has been involved in the financial planning profession for 12 years. A frequent contributor to The Center’s “Money Centered” blog, Nick hosts many of The Center’s educational webinars and speaking engagements on financial planning and investment-related topics. He contributed to a PBS documentary on the importance of saving for retirement and has been quoted in articles published by CNBC, MSN Money, Financial Planning Magazine, and OnWallStreet.com.
In 2018, for the second year in a row, Forbes included Nick on its list of America’s Top Next-Generation Wealth Advisors.*
Personally, Nick loves to cook, is a die-hard Red Wings fan, and cherishes spending as much time as possible (ideally in the outdoors) with his wife and two young children.
Bachelor of Business Administration, Finance, Eastern Michigan University
Certificate of Financial Planning, College for Financial Planning
LICENSING & CERTIFICATIONS:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7 and Series 63 Securities Licenses
State of Michigan Life and Health Insurance Licenses
LEADERSHIP & COMMUNITY INVOLVEMENT:
Financial Planning Association (FPA) of Michigan, Annual Conference Co-Chair and NexGen Committee Founder
Metro Detroit Estate Planning Council, Events Committee
Multiple Sclerosis Society Leadership Class Member (2016)
AREAS OF FOCUS & INTEREST:
Working with clients within five years of retirement or currently in retirement
Developing tax-efficient portfolio distribution strategies
Social Security analysis and maximization
Pension analysis and maximization
Employer retirement plan maximization strategies (401k, Deferred Compensation, Stock Options, etc.)
Helping clients reduce current and future taxes through prudent planning (Ex. tax-efficient charitable giving, Roth IRA conversions, building a tax-efficient portfolio, etc.)
*Data provided by SHOOKTM Research, LLC Data as of 3/31/18. SHOOK Research consid-ered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nomina-tions, etc.; and quantitative criteria, such as assets under management and revenue gener-ated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives com-pensation from the advisors or their firms in exchange for placement on a ranking. Ray-mond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indic-ative of advisor's future performance, is not an endorsement, and may not be representa-tive of individual clients' experience. For more information see www.SHOOKresearch.com.