As a Wealth Advisor for Veracity Capital, Niko relies on his financial planning experience and his passion for building relationships to partner with clients to help them pursue their financial goals.
As a Certified Financial Planner®, Niko specializes in a wide array of planning topics and needs to collaborate with clients and deliver a truly tailored and client-specific financial plan.
Prior to Veracity Capital, Niko spent six years at Fidelity Investments working with high net-worth clients in both the Dallas-Fort Worth area and South Florida.
Niko holds a bachelor’s degree from Florida Atlantic University and his MBA from Lynn University in Boca Raton, Florida. When he is out of the office, Niko enjoys being active and outdoors with his German Shepherd, Riley.
Professional Designations
- Series 66
- Life and Health Insurance licensed
- Certified Financial Planner™
