Nick Giovannetti, CFP® CLU® CHS® CCS

Nick Giovannetti, CFP® CLU® CHS® CCS has a diverse work experience spanning over two decades. Nick is currently the Managing Partner at EastCap Wealth Planning Inc, where they specialize in financial planning, insurance, and integrated wealth and estate solutions. Nick collaborates with a team of professionals and is associated with various financial institutions and asset management companies. Prior to this, Nick was a FinTech-preneur at Pocket Finance, where they developed a mobile app for client-centric financial advice. Nick also served as a Private Wealth Planner at SafeBridge Private Wealth and as a Certified Financial Planner® and Sales Manager at Desjardins Financial Security Independent Network. Nick's early career involved working as a professional musician at Bullion Records Japan. Overall, they bring a wealth of expertise and a multifaceted skill set to the financial planning industry.

Nick Giovannetti has a Bachelor's degree in Business Administration, Management, and Operations from Western University. Nick also has several additional certifications, including the Certified Financial Planner® (CFP®), Certified Health Insurance Specialist® (CHS®), Chartered Life Underwriter® (CLU®), Financial Planning 3H Advanced Certificate, IBC Practitioner (in-progress) from the Nelson Nash Institute, IFC | Canadian Investment Funds Course | Mutual Fund Dealer from the IFSE Institute, Introduction to Professional Ethics from FP Canada, LLQP | Life License Qualification Program from Oliver's Learning, Money Finder | Certified Cash Flow Specialist (CCS) from CacheFlo, PPP101 Personal Pension Planning For Corporate Owner-Managers from INTEGRIS Pension Management Corp., Professional Education Program from FP Canada, and RESP Dealers Association of Canada | Scholarship Plan Dealer from the Ontario Securities Commission. The specific dates of obtaining these certifications are not provided.