Nicholas J. Pino, is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary®. Nick has been with Capitol Financial Solutions for 20 years, and has 22 industry years of experience, beginning his career in investment banking, assisting a Nasdaq, Over The Counter, Market Making team in New York, NY. Nick is also securities-licensed, insurance-licensed, and a fiduciary.
Nick leads a team of professionals at Capitol Financial Solutions, that specialize in retirement planning and asset management. A collaborative model allows their five Certified Financial Planner Practitioners, three Certified Public Accountants, an Estate Attorney, a Healthcare Specialist, a Life Insurance Consultant and an Aging Life Care Manager, to work together to deliver considerable value in a comprehensive and fiduciary manner.
Capitol Financial Solutions is based in Raleigh, NC, with offices in North Carolina, Virginia and South Carolina. Capitol Financial Solutions has approximately $2.3 Billion in assets under management, working with professionals, families and corporations nationwide.
Capitol Financial Solutions is a holistic planning firm that does not have stockholders or manufacture products. All client relationships are established embracing the Principals of financial planning put forth by the Certified Financial Planner Board of Standards, Inc. Capitol Financial Solutions purpose is to create competent and ethical financial planners who are committed to putting their clients' best interests first.
Nick resides in Raleigh, NC, with wife Jennifer, daughter Emma, and Bulldog Bruce. They attend Our Lady of Lourdes Catholic Church in Raleigh and enjoy spending time at their family home on Ocracoke Island, NC. Nick is also a Kansas City Barbecue Society Certified Judge.
- Elon University Love School of Business, Bachelor of Science, Business Finance 2002
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Accredited Investment Fiduciary
- FINRA Series 6 Securities License
- FINRA Series 63 Securities License
- FINRA Series 65 Securities License
- FINRA Series 7 Securities License
- Life/Health/ Long-Term Care Insurance Licensed
*Assets Under Advisement as of 3/31/2021