Nicholas Gaetani, CFP®, ChFC®, RICP®

Financial Advisor

Nick joined the Mallard team in 2019.  Prior to joining, he spent the previous nine years working for two large firms gaining valuable experience in relationship management and providing personal financial planning to individuals.  He loves the positive impact that sound financial planning brings to clients’ lives and enjoys educating those he serves.

He earned his Bachelor’s degree from York College of Pennsylvania in 2008 and his Master’s degree from West Chester University in 2010.  He also earned his CERTIFIED FINANCIAL PLANNERTM designation in 2015, the Chartered Financial Consultant® designation in 2018, and the Retirement Income Certified Professional® designation in 2019

Nick lives in West Chester, Pennsylvania with his wife, Meredith, where he serves as an elder at his local church.  Outside of the office, he enjoys lifelong learning, coffee, soccer, travel, meeting new people and going for walks.