Nick Vali ChFC®
Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. Nick graduated from The University of Delaware’s Lerner College of Business and Economics, with a Bachelor of Science degree in Marketing and minor in Economics. He currently holds his Series 7, Series 66 registrations, as well as his Life and Health Insurance licenses.
Nick appreciates the contributions of small business owners, medical professionals, and (pre)retirees to the community, and specializes in creating innovative strategies to help overcome the unique challenges these individuals face. These specialties include:
- Retirement Income Strategies
- Tax Distribution Strategies*
- Wealth Management
- Income Protection Strategies
- Employee Benefits
- College Funding Strategies
- Asset Protection Strategies*
- Legacy Maximization/Estate Planning
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, Nick 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, (pre) retirees and business owners are accustomed to hands-on support, extensive resources and a team of committed financial experts throughout the experience.
Nick is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Nick resides in Middletown, Delaware, with his wife Melissa and daughter Gianna. In his spare time, he enjoys golf, the company of friends and family, and revels in travelling abroad.
*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.
