Nicholas Cellini – MSTFP
Paraplanner and Research Analyst
- Calculates investment related reports and runs analysis data
- Manages transaction confirmations and follow up
- Prepares tax forms
- Manages cost-basis analysis
FINRA Series 7 securities registration
Nick is our paraplanner and research analyst. His primary role includes building portfolio recommendations and managing various investment portfolios. Nick graduated from York College with a BS in business administration and obtained a master's in taxation and financial planning from Widener University. Before joining Pathfinder, he worked with Vanguard, Wilmington Trust, and Clearview Wealth Management in Charlotte, N.C.
Nick is a world traveler, with his passion stemming from living in Europe as a child. He has visited 5 continents and 24 countries, with Egypt being his all-time favorite. An avid skier and hiker, one of his most memorable adventures was hiking Mt. Sinai in Egypt. His first 14,000-foot hike was in Colorado the summer of 2015. Nick has a golden retriever names Moses Malone. He is currently working on obtaining a private pilot’s license.