Nicolas Dumas started his relationship with the Retirement Planning Group in May of 2017. His current role within the firm is to meet with clients and outline a financial plan that will provide the best probability of success for their unique financial situation. Once a plan has been established, he helps them implement the various strategies discussed and continues to monitor their financial wellbeing.
Nicolas graduated from Siena College Cum Laude, earning a Bachelor of Science in Finance with a minor in Economics. He currently holds his Series 7, Series 66, Life, Accident, and Health Licenses. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner and Professional Plan Consultant (PPC®) within the firm.
Nicolas enjoys spending time with his family and friends on the weekends.