Nick Holeman

Director of Financial Planning at Betterment

Nick H. is currently the Director of Financial Planning at Betterment. Prior to their current role, Nick held positions at Pure Financial Advisors, Inc., MassMutual Financial Group, and Overland & Shanahan Financial Advisors. Nick holds a Bachelor's degree in International Business/Finance and a Master's degree in Financial & Tax Planning from San Diego State University.

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Previous companies

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Timeline

  • Director of Financial Planning

    October, 2021 - present

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