Nicholas Van Noort, CFP®

Nicholas Van Noort, CFP® has extensive work experience in the financial services industry. Nicholas is currently a Co-Founder at Loaded Money and an SVP of Financial Planning at MoLei Financial. Prior to these roles, they worked as a Financial Advisor at Diazo Wealth Group at EK Riley Investments, LLC. Nicholas also held the position of Vice President - Financial Advisor at Personal Capital, where they utilized technology and an innovative investment strategy to enhance the investor experience. Before that, they worked as an Investment Consultant at Fidelity Investments and as a Relationship Banker at J.P. Morgan Chase Bank N.A. Nicholas began their career as a Financial Planner at MassMutual Financial Group and served in the US Army/National Guard as an SSG/Air Space Manager.

Nicholas Van Noort, CFP®, earned a Bachelor's Degree in Business/Finance from the University of Phoenix, graduating between 2012 and 2015. Additionally, they obtained the following certifications: CompTIA IT Fundamentals+ from CompTIA in May 2023, Certified Financial Planner (CFP) from CFP Board in April 2021, Series 63 - Uniform Securities Agent State Law, Series 66 - Uniform Investment Adviser Law, and Series 7 - General Securities Representative from Financial Industry Regulatory Authority (FINRA), although the specific dates of obtaining these certifications are not provided.