Nick Simonian, CFP®

CERTIFIED FINANCIAL PLANNER™

Nick is a Financial Advisor with the Concentrum team, where he works directly with clients to develop personalized financial plans and strategies tailored to their goals. Like the rest of the Concentrum team, Nick is a strong proponent of goals-based financial planning, and he adheres to the core Concentrum philosophy of building long-term relationships with clients that are based on trust.

In his final year of his MBA, Nick completed internships in Investment Banking and Accounting. He is a CERTIFIED FINANCIAL PLANNER™ professional, which means he has met the high education, examination, experience, and ethical standards set forth by the CFP® Board of Standards. 

Outside of work, Nick enjoys playing golf, fly fishing, and backpacking. While in college, Nick participated in Division 1 athletics for the UIC baseball team as a pitcher.  Although Nick honed his work ethic and passion in the classroom and on the baseball field, he now excels at bringing that same passion and work ethic to the Concentrum team and looks forward to helping Concentrum’s clients in any way he can.