Nicholas Olesen, CFP Plus

Suburbs of Philadelphia, PA

User Stats

Profile Images

User Bio

Nicholas is a Private Wealth Manager and Partner at The Philadelphia Group. He provides comprehensive financial planning and wealth management services to individuals, high net worth families, pharmaceutical executives, and small businesses.

Nicholas' financial opinion has been solicited by ABC News, allBusiness,, Business Insider, Consumers Digest, CNBC, Philadelphia Business Journal, SmartMoney, Thompson Reuters, USA Today, The Wall Street Journal, and WorkForce Magazine for their publications.

Prior to joining The Philadelphia Group, Nicholas was with Ameriprise Financial where he built his financial planning and wealth management practice to help families and businesses manage their financial lives. He has been recognized for his integrity and knowledge of the financial markets by receiving the following awards/honors:

Path to Success & Career Development Conference in 2007 – Ameriprise Financial (Honors top 1% of advisors)
2007 District MVP – Ameriprise Financial, Conshohocken Branch
2008 Unsung Hero of the Year – Ameriprise Financial, Conshohocken Branch (For his assistance in training new advisors)
Fidelity Investments’ Advisor Council in 2009 – Fidelity Investments
2012 Five Star Wealth Manager - Philadelphia Magazine - November 2012

Nicholas has earned the prestigious CERTIFIED FINANCIAL PLANNER™, CFP©, certification. These marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP©; Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. He has also earned the Chartered Retirement Planning Counselor(SM), CRPC©, holds both the Series 7 and 66 securities licenses, and life, health, disability, and long-term care insurance licenses.

When Nicholas is not meeting with clients, he enjoys spending time skiing, playing tennis and golf, and training for triathlons. He completed his first Ironman 70.3 triathlon in September 2010. Nicholas and his wife, Beth Ann, reside in North Wales, PA with their dog, Perry.

External Links