JP Nicols

JP Nicols

Bellevue, WA

Joined: January 31, 2013

About Me

Name: JP Nicols
Job Title: CEO | Clientific
Biography: JP Nicols, CFP® is the CEO of Clientific, and a partner at Bank Solutions Group. He is a consultant and advisor to financial firms and FinTech companies. He has served in various leadership positions at financial institutions, including as the first Chief Private Banking Officer for a top 5 U.S. bank. In addition to holding a BA and MBA, he is a graduate of the Cannon Personal Trust School and has held the CERTIFIED FINANCIAL PLANNER™ designation since 1996. He explores the intersection of leadership, advice and innovation for the future of financial services on his Affluent Strategies blog. Visit him at Clientific.net, or
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Gina M. Cox started following JP Nicols
2013-03-21 15:30:42

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JP Nicols recently contributed a new Article, Five shifts that define a new era for wealth management
2013-03-14 13:35:00

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2013-02-01 11:13:28

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2013-01-31 20:53:28