Investor Access
Nicholas D. Sheeran, CFP®, CRPS®, AIF®
Financial Advisor
nicholas.sheeran@stephenswmg.com
Nick helps clients and their families with all aspects of their financial lives, customizing wealth management strategies designed for accumulating and preserving assets and transferring wealth to the next generation. He is an Investment Advisor Representative and holds Series 7, 66, life, accident, and health insurance licenses.
He is a Certified Financial Planner™ practitioner as well. By being certified by the CFP Board, Nick has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Nick is also a Chartered Retirement Plans Specialist with expertise in creating, implementing and maintaining retirement plans for businesses and organizations, including defined contribution plans, 401(k) plans and nonprofit and government plans. As an Accredited Investment Fiduciary®, he has specialized knowledge in investment fiduciary standards of care.
Nick began his career in corporate finance, ranging from financial analysis to working through corporate mergers and acquisitions. Nick worked on both government and corporate contracts, analyzing their business models, cash flow and efficiency.
Before joining Stephens Wealth Management Group in 2008, Nick worked for Financial Network Investment Corporation, in Farmington Hills, where he helped clients with portfolio management, education planning, and estate, tax and retirement planning. In addition, he was a financial analyst at EDS in Troy and earned a bachelor’s degree in finance from Michigan State University.
Originally from Grand Blanc, Nick has recently moved back to his hometown Grand Blanc, Michigan. He is a member of Holy Family Catholic Church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
