Nick Raffetto

Nick Raffetto, CTFA, CFP®

Senior Wealth Advisor

Manasquan, NJ

As a senior wealth advisor, Nick provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs. Nick also provides integrated planning and investment strategies for growing and protecting clients’ wealth including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner Wealth Advisors, Nick was a senior wealth advisor with Housen Financial Group, which became a partner firm with Mariner in 2014. 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, Nick 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 of science degree in business administration from Washington and Lee University. He is a Certified Trust Financial Advisor (CTFA) and a CERTIFIED FINANCIAL PLANNER professional.