Nicholas Boguth, CFA®, CFP®
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Senior Portfolio Manager and Associate Financial Planner
Nicholas Boguth, CFA®, CFP®, is a Senior Portfolio Manager and Associate Financial Planner at Center for Financial Planning, Inc.®.
Nick joined The Center’s Investment Department full-time in May 2015 after interning and working part-time during college. Nick’s responsibilities include conducting investment research, maintaining client portfolios, managing client reporting, executing trades, and contributing to The Center’s “Money Centered” blog.
Nick is a CFA® charterholder and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2022.
Nick co-chairs The Center’s Health & Wellness Committee. He lives in Royal Oak with his wife Emily, and twin daughters Emma and Lucy. Outside of work, you may find Nick on the golf course, reading, watching movies, traveling, or playing any and all kinds of sports. He enjoys community involvement and volunteers for various causes – especially those related to cancer awareness and fundraising.
EDUCATION:
Bachelor’s degree, Economics & Statistics, University of Michigan
LICENSES & CERTIFICATIONS:
Chartered Financial Analyst® (CFA®)
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7 and Series 63 Securities Licenses