Nick Rodkin
Focus
Education is at the core of my approach, as I believe that informed clients make better decisions and feel more empowered about their financial futures. I emphasize transparency in every step of the financial planning process, ensuring that our clients fully understand the options available to them. I aim to provide expert guidance and clear expectations, allowing clients to navigate their financial journeys with clarity and confidence.
Background and Experience
For over 18 years, Nick has helped a range of clients, from first-time investors, to those accumulating wealth, as well as income and legacy planning for future generations. Born and raised in Trenton, New Jersey, Nick moved to South Florida in 2005 and became licensed in the financial industry in 2006 with Ameriprise Financial. He earned a B.S. in Economics from Florida Atlantic University, with a specialization in investment management and behavioral economics.
Understanding the significant emotional impact that financial matters can have on individuals and couples, Nick furthered his education by earning his Master’s degree in Psychotherapy, with the intention of helping people navigate the personal challenges tied to their financial lives. This unique combination allows Nick to guide clients with a holistic approach, integrating both financial knowledge and psychological insight.
Away From The Office
Nick has been happily married to his wife, Brandi, since 2012. Brandi shares Nick’s passion for learning and giving back and, after an accomplished executive career in radiology, she returned to FAU, earning her B.S. in Nursing, and works locally as a dedicated RN. Nick and Brandi both enjoy traveling, with one of their most recent and memorable experiences being the 2024 Olympic Games in Paris. Nick also joined his Stoic Financial partner, Nelson, in summitting Mount Kilimanjaro in November 2023. In their downtime, Nick and Brandi love spending time with their rescue dog, Luna, who has become an integral part of the Rodkin family.