Nick Vali
ChFC®
Associate Partner | Wealth Manager
Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. He is well-versed in the complex challenges that modern-day (pre)retirees and business owners face. His expertise is developing tailored strategies to minimize risks and maximize opportunities for his clients.
Nick is passionate about helping his clients and strives to build a reputation founded on honesty and integrity. Having a passion for solving the puzzle presented by each client, he firmly believes that a comprehensive approach, integrating all aspects of one’s financial life, is critical to creating a roadmap to financial independence. Through his strategic approach to wealth management, his clients receive hands-on support, extensive resources and a team of committed financial experts throughout the experience.
Nick’s specialties include:
- Retirement Income Strategies
- Advanced Tax Strategies*
- Wealth Management
- Risk Mitigation
- Asset Protection Strategies*
- Legacy Maximization
- Estate & Trust Planning
- Family Planning
- Advanced Business Planning
*Financial advisors do not provide specific tax/legal advice, and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Education
Nick graduated from The University of Delaware’s Lerner College of Business and Economics with a Bachelor of Science in Marketing and a minor in Economics. He holds Series 7 and Series 66 registrations and Life and Health Insurance licenses. Additionally, he has earned his Chartered Financial Consultant® (ChFc) designation from the American College of Financial Services. Nick is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.
Community
Nick volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. He is committed to our community through fundraisers, outreach and support to make a lasting difference.
Personal
Nick resides in Middletown, Delaware, with his wife, Melissa, and daughter Gianna. In his spare time, he enjoys golf and the company of friends and family and revels in traveling abroad.