Categories
Financial Planning & Investment Management
Hours:
8am-5pm
Driving Directions:
Right across the street from the Tarpon Tavern in Downtown Tarpon Springs
About Us
My passion in life is helping people with their finances. Knowing that we help make a positive impact on clients' lives and help them reach what is important to them is extremely satisfying.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I earned a bachelor's degree from Penn State and also hold both Series 7 and 66 securities registrations. I'm originally from the Philadelphia area. I moved to Florida in 2021. When I'm out of the office, I enjoy golfing, fishing, kayaking, watching sports and eating at new restaurants in the area. In the community, I participate in cleanups with "Keep Pinellas Clean" and volunteer for several nonprofits in the area.
Working together, we can help you develop a complete, tailored investment strategy. Schedule a call today and let's discuss what's most important to you personally and financially.Rep/Contact Info
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Nicholas SantanaFinancial Advisor
- Phone: (610) 585-5135