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 N.
Nicholas Bhandari, CFP™
Partner
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Nick is Managing
Director of Tegra Financial Partners,
LLC , a subsidiary of Habif, Arogeti & Wynne, LLP that provides
individuals and businesses with top-tier, full-service financial services
with a focus on personalized relationships.
Nick is a Certified Financial Planner™ who has provided
investment and financial planning services to clients since 1994. Before
focusing exclusively on investments and financial planning, Nick was involved
in the employee benefits and risk management industries for Fortune 500
organizations.
Nick is a registered
representative with the NASD, holding a Series 7 license, and manages Tegra’s
SEC Registered Investment Adviser entity - HA&W Wealth Management, LLC.
Nick also directs the insurance, brokerage and retirement plan administration
units within TEGRA Together the Tegra businesses employ over 25 professionals
in various financial specialties and disciplines.
Nick’s focus is on high net worth clients and small
to medium sized business owners with annual sales of $5 to $100 million.
Issues from employee benefits and risk management, to investment and estate
planning are just some of the items that are reviewed with clients to ensure
a total understanding of a client’s financial picture.
Nick is a member of the Financial Planning Association of
America. He received a Masters of Science in Finance from Suffolk University
in Boston, and a Bachelors of Science in Management from the Georgia Institute
of Technology.
Nick holds
the position of Principal for the Office of Supervisory Jurisdiction for
brokerage operations conducted through Securities America, Inc out of Omaha.
He also holds the Series 28 / Financial Operations Principal designation,
the Series 24 Compliance Principal Designation, as well as the Series 53
Municipal Securities Principal licenses with the NASD. Nick also serves
on the Board of Integrated Wealth Associates, a consortium of accounting-firm
based wealth management practices with offices around the country.
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