Financial Life Plans for today with a clear vision for tomorrow.
Nick Vali is a Financial Advisor at Diamond State Financial Group. He 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, Health, and Ethics 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:
- Income Protection Strategies
- Tax Distribution Strategies*
- Wealth Management
- Retirement Strategies
- Employee Benefits
- College Funding Strategies
- Asset Protection Strategies*
Nick is passionate about helping his clients and strives to build a reputation founded on honesty and integrity. 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 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.