Nick Petralia, CFP®, CPFA, AIF®

CERTIFIED FINANCIAL PLANNER™️

Nick Petralia is a second-generation CERTIFIED FINANCIAL PLANNER™️Practitioner (CFP®) and LPL Financial Advisor. He is the Managing Partner of Anchor Financial Group, LLC in Naples, Florida. Nick has over 18 years of experience in the financial services industry as a financial advisor and retirement plan consultant, working with individuals and households across the country. During his career, Nick has led panel presentations at industry conferences and conducted more than one hundred 401(k) employee education and enrollment meetings.

As a retirement plan consultant with ADP, Paychex Retirement Services, and Benefit Plan Administrators, Nick provided consulting for corporate retirement plan sponsors and financial advisors on retirement plan selection, design, and administration. Prior to joining Paychex Retirement Services, Nick was a Financial Advisor with Morgan Stanley in Tampa, Florida and with LPL Financial in Methuen, Massachusetts.

Nick is an Accredited Investment Fiduciary (AIF®), a Certified Plan Fiduciary Advisor (CPFA), and a CERTIFIED FINANCIAL PLANNER™️Practitioner (CFP®). He is also a member of the National Association of Plan Advisors (NAPA). Nick holds the Series 7 and 66 securities registrations held through LPL Financial, and health, life, and annuity insurance licenses. 

A graduate of the University of South Florida, Nick received his Bachelor’s Degree in Communications in 1997. He resides in Naples, Florida with his wife. They enjoy golf, travel, civic engagement, and spending time with family and friends.

Back to Team
Follow Us On :

Anchor Financial Group, LLC is a full-service Wealth Planning Firm serving the personal finance needs of individuals and families, as well as the retirement plan and benefits needs of small to medium-sized businesses. Sal Petralia, Managing Partner of Anchor Financial Group, began his career as a financial advisor thirty years ago at E.F. Hutton. Starting in 1995, Sal and his wife Lynda built an independent financial advisory practice.

READ MORE

Have A Question?

Call:
(239) 596-7822

© 2021 Anchor Financial Group website | All Rights Reserved.
Website by: Altastreet

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Anchor Financial Group are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CO, CT, DE, FL, GA, IA, IL, KS, MA, MD, ME, MO, NC, NH, NJ, NV, OH, RI, TX, VA, VT, WA.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.