Nicholas Raffetto, CFP^®, CTFA

Designations and licenses

Nick is a CERTIFIED FINANCIAL PLANNER^TM professional and a Certified Trust and Financial Advisor.

Experience and education

Nick provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients’ wealth.

Prior to joining the firm, he was a senior wealth advisor with Housen Financial Group. He joined Housen Financial Group from Bessemer Trust where he was a client advisor working with high-net-worth individuals and families. Prior to Bessemer, he worked as an analyst for Fisher Capital Corp. LLC, a private equity firm affiliated with Kohlberg Kravis Roberts & Co.

Nick graduated Magna Cum Laude with a bachelor’s degree in business administration from Washington and Lee University.

Personal interests

Nick volunteers for Washington and Lee’s Alumni Admissions Program. He enjoys spending time with family, being active and outdoors and working to improve his golf game.

Nick’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.