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.