Broker Check
Nicholas C. DeRose

Nicholas C. DeRose

Senior Financial Planning Coordinator

"I aspire to guide clients to reach new heights in their lives – take that bucket list trip, create career opportunities for their children, retire early and maximize time with loved ones. I believe that begins by improving and sustaining financial health and well-being."

Nicholas, Karen's younger son, knew from a young age that he had a passion for the financial world (just like his mother and older brother). He thus attended Wisconsin University where he received a dual degree in Finance and Risk Management from Wisconsin's Business School.

During summers, he had two consecutive internships at Brinker Capital and Milliman, two prestigious investment firms in Philadelphia/Chicago. In each, he was able to see the machinations of how investments are managed, while also learning the importance of customer service (as he interfaced with clients daily).

Upon graduation (and a slight detour in medical school), Nicholas joined DeRose FPG with his mother/brother where he now works as a  senior FP coordinator. He thus helps Karen/Anthony in building financial plans, which includes data input, designing  strategies for financial plans, and interfacing with clients during the entire planning process.

Nicholas has his Illinois Life and Health licenses and is currently working towards his Series 7 and 66 Licenses.