Nick Caporaso Cfbs®

Managing Director/ Financial Planner at Center for Wealth Preservation, LLC

Nick Caporaso is a CFBS®, LUTCF, AWMA®, RFC® with extensive experience in the financial planning industry. Nick Caporaso currently holds the position of Managing Director and Financial Planner at both Center for Wealth Preservation and MassMutual. Nick is also the President & CEO of Elite Planning Solutions, Inc., where Nick Caporaso focuses on designing and implementing holistic planning strategies for clients. With a diverse background that includes roles at National Life Group, The Quintessential Experience in Financial Services, and various other companies, Nick holds multiple degrees in financial planning and services from The American College of Financial Services, as well as a B.S. in Finance from St. John's University.

Links

Previous companies

National Life Group logo
New York Life Insurance logo

Timeline

  • Managing Director/ Financial Planner

    September, 2019 - present