Nick Donaldson

Mortgage Loan Officer at Efinity Mortgage

Nick Donaldson, CDAA®, is the founder of Investment Fiduciary Planners, LLC, established in February 2015, where the focus is on providing transparent financial advice through a flat fee structure. Additionally, Nick founded CryptoRothIRA.com in July 2021, facilitating the rollover of various retirement accounts into Cryptocurrency IRAs. Nick serves as a Mortgage Loan Officer at Efinity Mortgage since August 2020, and previously held positions in financial services as a Registered Representative at GVC Capital LLC, and as an Investment Adviser Representative at Wealth Strategies Group and ING Financial Partners. Educational credentials include a B.S. from Colorado State University, Rockwell College of Business, obtained in 2005.

Location

Denver, United States

Links

Previous companies

LPL Financial logo
Transamerica logo
Wealth Strategies logo

Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices