Nick Bothfeld
Managing Partner at Bothfeld Financial Partners
Based in Lake Forest, United States
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Seniority
Director
Department
General Business & Management
Location
Lake Forest
Industry
—
Company size
2
Contact information
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n•••••••@bothfeldfinancial.com
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Background
About Nick Bothfeld
Nick is a fee based financial planner and wealth manager helping families and small businesses address their goals. He holds an MBA and the CRPC designation (Chartered Retirement Planning Counselor), is a Registered Representative and holds FINRA Series 7, 66 and 24 (Office of Supervisory Jurisdiction) registrations through Commonwealth Financial Network, and is licensed to provide investments, life & health insurance in numerous states. Specialties: Retirement planning Survivorship planning Investment advising Insurance analysis Estate preservation and transfer planning Employee stock option planning Charitable giving strategies Education funding strategies
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