Broker Check
Nicholas Rose, CFP®

Nicholas Rose, CFP®

Financial Advisor

Nick joined Summit Wealth Group in the fall of 2015, as a Financial Advisor for the Lakewood office. Having worked in the financial services industry since 2013, Nick worked in the areas of health care, insurance, and financial planning. He graduated from Colorado College with a Bachelor’s degree in Biology and continued his education in England at the University of Derby where he obtained a Master’s degree in Marketing Management. Additionally, Nick has completed the Financial Planning Curriculum at Bryant University and holds the CERTIFIED FINANCIAL PLANNER™ certification. Nick also holds the FINRA Series 6, 7, and 66 securities registrations through Commonwealth Financial Network.

Nick is passionate about helping individuals and families develop a plan to navigate the challenges during life’s transitions. Whether that transition is from working to retirement, school to working, or anything in between; there are questions that need to be answered. Summit has provided Nick the ideal platform to utilize all of his skills and experience in order to deliver an extraordinary service to current and prospective clients for many years to come.

Nick and his wife Caroline, along with their dog, Lona, live in Arvada where they take full advantage of the outdoor activities that Colorado has to offer and love to catch as many concerts as possible, especially those at Red Rocks Amphitheatre.

Check out this video to learn a little more about Nick: