Nick Gertsama is the CEO and Wealth Advisor at Gertsama Wealth Advisors, a St. Joseph-based wealth management and financial advisory firm. Prior to launching GWA, he was a financial advisor for Stifel Financial Group, one of the nation's premier full-service financial services firms, where they specialised in helping clients focused on retirement planning by designing portfolios based on individual goals. Gertsama has been featured at Investopedia's 100 Top Financial Advisors of 2021.
LICENSES & CERTIFICATIONS
Certified Financial Planner™, CFP Board
Retirement Income Certified Professional®, The American College of Financial Services
Accredited Investment Fiduciary®, Fi360
Chartered Financial Consultant®, The American College of Financial Services