Nick O'Hara

Nick O'Hara Founding Partner, Aspen Financial & Insurance Services

Certified Plan Fiduciary Advisor

Nick holds a Bachelor of Science in Business Administration.

Nick has a passion for data science and economics. His approach to investment management combines quantitative analysis with macroeconomic factors.

He manages assets for both individuals and group retirement plans. He holds the CPFA designation and helps employers select the appropriate type of retirement plan for their business.

Nick offers securities and investment advisory services offered through Sagepoint Financial, Inc. (SPF) member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products, or services referenced here are independent of SPF.