Nick Caporaso Cfbs®, Lutcf, Awma®, Rfc®
About Nick Caporaso Cfbs®, Lutcf, Awma®, Rfc®
Nick Caporaso is the Managing Director and Financial Planner at Center for Wealth Preservation and MassMutual in Syosset, New York, and the President & CEO of Elite Planning Solutions, Inc.
Company
Nick Caporaso currently holds the position of Managing Director/Financial Planner at Center for Wealth Preservation. He works out of Syosset, New York. Additionally, he serves as the Managing Director/Financial Planner for MassMutual, located at 6800 Jericho Turnpike, Suite 202W, Syosset, NY.
Title
Nick Caporaso is the Managing Director/Financial Planner at both Center for Wealth Preservation and MassMutual. He also holds the titles of President and CEO at Elite Planning Solutions, Inc., all based in Syosset, New York.
Education and Expertise
Nick Caporaso possesses extensive educational qualifications in finance and financial management. He earned his Chartered Financial Analyst (CFA) designation from the CFA Institute between 2018 and 2020. Additionally, he holds a Doctor of Philosophy (PhD) in Financial Planning and Services, as well as a Master of Science (MSFS) from The American College of Financial Services. Nick also attained professional designations such as Certified Family Business Specialist (CFBS), Life Underwriting Training Council Fellow (LUTCF), and Accredited Wealth Management Advisor (AWMA).
Professional Background
Nick Caporaso has a rich professional background that spans over two decades. He has served in several key roles, including at National Life Group as a Registered Representative of Equity Services, Inc., and at The Quintessential Experience in Financial Services as Managing Director. He has prior experience as a Financial Advisor/Investment Advisor Representative at Forest Hills Financial Group, as well as at New York Life Insurance Company. His early career included positions at various financial firms as a financial advisor.
Specialized Financial Services
Nick Caporaso offers a range of specialized financial services. He designs customized estate plans to minimize different types of taxes, provides business cash flow modeling and risk management services, and creates employee benefit programs and pension plan designs for businesses. He excels in personalized and holistic financial planning focusing on areas such as risk management, investment planning, retirement planning, estate planning, and tax planning. Moreover, his expertise extends to business succession planning, including buy-sell agreements, exit strategies, and business valuation.