Nicholas Cellini

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Nicholas Cellini – MSTFP
Paraplanner and Research Analyst

E-mail: nick@pathfinderwc.com

Services:

  • Calculates investment related reports and runs analysis data
  • Manages transaction confirmations and follow up
  • Prepares tax forms
  • Manages cost-basis analysis

Professional License:
FINRA Series 7 securities registration

Biography:
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.

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