Nicholas Helgeson, CFP®, RFC®
Nick Helgeson is a wealth advisor at Pinkerton Retirement Specialists. Nick is responsible for comprehensive financial planning with the firm's high net worth clientele, as well as designing and developing ideal planning and investment strategies for all prospective clients.
Nick earned his Bachelor of Science in Business Administration and General Management from Thomas Edison State University. He started his career with Pinkerton Retirement Specialists as a financial analyst in 2007 and currently serves as a CERTIFIED FINANCIAL PLANNER™ professional.
Nick loves spending time with his wife Britney and newborn son Liam. Other activities he enjoys are traveling, boating, skiing, golfing, and competing in triathlons. He fulfilled his goal of becoming an Ironman Finisher at the 2015 Coeur d’Alene Ironman.