Meet Nicholas
Nicholas Filano, CFP® CERTIFIED FINANCIAL PLANNER®
Professional
Nick Filano is dedicated to helping clients achieve their financial goals and prepare for retirement through thoughtful and strategic planning. With over a decade of experience, Nick focuses on forming lasting relationships and delivering customized financial guidance to meet each client’s unique needs.
Since joining McAdam in 2014, Nick has helped clients create personalized financial strategies tailored to their long-term objectives. He is a financial professional who can offer investment and insurance products and services. His experience lies in retirement planning, wealth management and crafting income strategies. Nick holds a Bachelor of Science in economics from Penn State University and has obtained the CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
Outside the office, Nick enjoys traveling, hiking in nature, and attending live music concerts. Originally from Downingtown, he is a lifelong Pennsylvania resident and loves cheering on the Eagles and Phillies. When not working, Nick treasures time spent with his wife, Katy.
Take Control of
Your Future
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
Retirement Income Strategies
Life Insurance
Wealth Management
Tax-Efficient Strategies
Investments
Long-Term Care
IRA/401(k) Rollovers
IRA Legacy Planning
Asset Protection
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Meet with Us
To learn more about McAdam Financial or to schedule a no-obligation meeting, contact us today!