Nick Dragan, CFP®, CRPC®
Managing Partner & Investment Specialist Managing Partner & Investment Specialist
“Excellence is not an act, it is a habit.” – Aristotle
A veteran of the financial services industry, Nick Dragan specializes in helping clients understand and improve their financial situation. With a successful background in tax services, he has worked for a variety of firms, from boutique companies to leading outfits like Merrill Lynch. A Certified Financial Planner Professional (CFP®) and Chartered Retirement Planning Counselor (CRPC®), Nick thrives in delivering objective advice to help clients build confidence in their financial lives. Whether working with small business owners or individuals, he provides trusted advice and education for all of his clients.
As a financial coach, Nick focuses on delivering investment behavior leadership to maximize the benefit of PlaniFy’s fundamental investing principles. He earned his Bachelor’s degree from the University of Nevada – Las Vegas, and attended the University of Pennsylvania Wharton School of Business for the Advanced Investment Management program. He is actively involved in his community and volunteers at multiple local charities. Outside of the office, Nick enjoys spending time with his family and five kids, playing ice hockey, and vacationing with his family at their lake home in Michigan.