Nick Bevad CRPC®

Nick Bevad CRPC® is a Wealth Advisor at Claritas Financial Partners with nearly 20 years of experience in the financial services industry.3 He holds the designation of Chartered Retirement Planning Counselor™ (CRPC®), which he obtained from the College for Financial Planning.13

Professional Background

Nick joined Claritas Financial Partners in April 2022.4 Prior to this, he brought his extensive experience to the team, having worked in the financial services sector for close to two decades.3 As a Wealth Advisor, he specializes in retirement planning and works directly with families to develop personalized financial solutions.6

Skills and Expertise

• Retirement Planning: As a CRPC®, Nick has specialized knowledge in retirement planning strategies.13
• Financial Advisory: He provides personalized solutions to help families with their financial needs.6
• Languages: Nick is proficient in Russian, which may be beneficial for serving a diverse clientele.1

Affiliations

Nick Bevad is affiliated with LPL Financial, having joined the firm when he became part of Claritas Financial Partners.5 This affiliation provides him with additional resources and support in serving his clients.

Online Presence

Nick maintains a professional presence on LinkedIn under the username "nickbevad".12 He occasionally shares content related to his work and the financial industry on the platform.2