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Nicholas Dragan CFP®, CRPC®

Nicholas Dragan CFP®, CRPC®

Financial Advisor

Nick received a B.S. in Finance from the University of Nevada, Las Vegas after an honorable discharge from the United States Marine Corps. While attending UNLV, Nick started, owned and operated a tax preparation company in Las Vegas until selling it in 2000. Thereafter, he  served as an Assistant Vice President and Senior Financial Advisor with Merrill Lynch from 2001 to 2009. His experience in the complete business cycle provides insight in advising business owners and individuals in all phases of planning including, tax efficiency, wealth management, investment  planning and estate planning issues.

Nick holds the Series 7 and 66 FINRA registrations, and his Life, Health, and Variable Annuity insurance licenses. Nick holds the Certified Financial Planner™ certification through the American College, which is awarded to individuals who meet rigorous education, examination, experience and ethics requirements set by the CFP® Board. He also holds the Chartered Retirement Planning Counsel (CRPC®) designation.

Nick currently serves as Chairman of Sunset Hills’ Planning and Zoning and as  on the City of Sunset Hills Business Development Committee, the Sunset Hills Historical Society, and the United States Marine Corps League.