Nick Deering is a Sheboygan area native who earned his degree in consumer science with a focus in personal finance from UW-Madison. Nick then went on to earn his MBA in investment management from UW-Milwaukee.
Nick joined Vesta in August of 2017. His list of certifications includes CFP, CLTC, CVA, and CPFA. Nick’s skills and certifications make him one of Vesta’s most versatile financial advisors.
Nick specializes in assisting Vesta clients with comprehensive financial planning and investment management for high net worth individuals. He is also highly experienced with risk management, managing 401(k) plans for small and medium-sized businesses, business valuations, succession planning, and managing life, long-term, and disability insurance for individuals. He works primarily in our Madison market with frequent appointments in Sheboygan and Plymouth.
“I chose my career because I enjoy helping people accomplish their financial goals and helping relieve the stress of finances that we all feel,” Nick explains. “I’ve traveled all over North America installing and maintaining 401(k) plans for businesses and financial plans for individuals. I’d like to take that experience and help businesses and individuals in our local markets accomplish their most important financial goals.”
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
