Nicolas Dumas started his relationship with the Retirement Planning Group in May of 2017, as a summer intern. He continued to work part-time with the company through his graduation from Siena College, and as of July 2018 was welcomed as a full-time Financial Analyst.
This young man has a very dedicated work ethic with intensive attention to detail. While at Siena College, Nicolas worked alongside fellow classmates on Siena College’s Bjorklund Fund; a student managed fund focused on small cap stocks. He served on the fund as an analyst, generating reports on various equities while also contributing to class discussion on different allocation tactics.
Nicolas graduated from Siena College Cum Laude in the spring of 2018, 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.