Nick Otto is a Financial Advisor with WestPoint Financial Group. As a Financial Advisor, it is Nick's passion to help clients build and maintain a strong financial future by developing, implementing and monitoring investment strategies in the areas of retirement planning, college planning and business owner's unique needs.
Nick received a Bachelor of Science in Education, with an emphasis in Social Studies from Miami University in Oxford, Ohio. Prior to entering the Financial Services Industry, Nick taught Middle and High School Social Studies, as well as Personal Finance and Basic Economics.
Nick has been a Financial Advisor since 2014. He is committed to developing professionally through continued education. He earned his FSCP designation in 2015, his CFP designation in 2019, and his ChFC in 2020. Additionally, Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. In 2019 through 2022, Nick has been named one of Cincinnati's Five Star Wealth Managers*. He is very proud to be included in a select group of wealth managers to receive this title.
In his free time, he enjoys hiking, traveling, and spending time with his wife and four children.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
- Insurance Strategies
- Retirement Income Planning
- College Funding Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Nicholas’s Licenses and Disclosures