Cfp® Nick Hohn

Professional Background

Nick Hohn, a Chartered Financial Planner (CFP®), brings a wealth of knowledge and experience to the financial advisory sector through his role as Principal of Wealth Management at Cahill Financial Advisors, Inc. His firm is built on the foundation of providing high-quality advice and investment management in a fee-only environment. This innovative approach positions Cahill Financial Advisors as advocates and consultants dedicated to helping clients navigate their financial journeys with confidence.

With a clear commitment to transparency and client care, Nick operates within an open architecture financial ecosystem. This allows him to search for best-in-class offerings without any conflicts of interest. His ultimate goal is to develop a comprehensive financial strategy that supports both wealth accumulation and portfolio distribution effectively. Identifying and addressing client needs through personalized financial plans is what drives Nick and his team to succeed.

Education and Achievements

Nick’s educational background is grounded in financial planning—he earned his Bachelor of Science degree in Financial Planning from Minnesota State University, Mankato. This academic foundation has equipped him with the essential skills and knowledge required to effectively navigate a complex financial landscape.

His professional journey includes significant experience as an Account Executive at All Star Financial and as an Independent Financial Advisor at Ameriprise Financial. These positions granted him a diverse skill set, ranging from portfolio management, tax planning, estate planning, stock option evaluation, and execution strategies to charitable gifting and small business retirement plan solutions. Nick's multifaceted expertise in these areas positions him as a trusted resource for clients seeking comprehensive financial strategies.

Key Specialties

In the financial industry, Nick Hohn stands out for his specialties which include:

• Portfolio Management: Crafting investment strategies that align with client objectives and risk tolerance.
• Comprehensive Financial Planning: Creating holistic plans that integrate all aspects of a client's financial life.
• Tax Planning: Implementing strategies to minimize tax liabilities and maximize after-tax returns.
• Estate Planning: Ensuring clients’ wishes are fulfilled regarding asset distribution and care of heirs.
• Stock Option Evaluation and Execution Strategies: Guiding clients through the complexities associated with stock options.
• Charitable Gifting Strategies: Structuring donations to maximize impact while providing tax benefits.
• Small Business Retirement Plan Solutions: Helping business owners establish and manage retirement plans that attract and retain employees.

With a fiduciary duty at the helm of his professional practice, Nick ensures that his clients' best interests are always at the forefront of every recommendation. Whether it involves evaluating financial products, employing the latest technologies, or building connections with appropriate external professionals, he remains steadfast in preserving the standard of care within the financial planning process.