Nicholas J. Pino, is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary®. Nick has been with Capitol Financial Solutions for 18 years, and has 21 industry years of experience, beginning his career as a Nasdaq, Over The Counter, Market Maker in New York, NY. Nick is also securities-licensed, insurance-licensed, and a fiduciary.
Nick leads a team of professionals at Capitol Financial Solutions, collectively referred to as “Team RetireWell” that specializes in retirement planning and asset management. A collaborative model allows their four Certified Financial Planner Practitioners, three Certified Public Accountants, an Estate Attorney, a Healthcare Specialist and a Life Insurance Consultant, to work together to deliver considerable value in a comprehensive and fiduciary manner.
Capitol Financial Solutions is based in Raleigh, NC, with offices in North Carolina, Virginia and South Carolina. Capitol Financial Solutions has approximately $2.1 Billion in assets under management, working with professionals, families and corporations nationwide.
Nick’s team is directly responsible for over $200,000,000 of assets under management and all aspects of their client’s financial lives. Capitol Financial Solutions provides advisors direct ownership in their practice thus fostering an environment focused on authentic client service.
Capitol Financial Solutions is a holistic planning firm that does not have stockholders or manufacture products. All client relationships are established embracing the Principals of financial planning put forth by the Certified Financial Planner Board of Standards, Inc. Capitol Financial Solutions purpose is to create competent and ethical financial planners who are committed to putting their clients' best interests first.
Nick resides in Raleigh, NC, with wife Jenn, daughter Emma, and Bulldog Bruce. They attend Our Lady of Lourdes Catholic Church in Raleigh and enjoy spending time at their family home on Ocracoke Island, NC. Nick is also a Kansas City Barbeque Society Certified Judge.
Professional Qualifications
- Elon University Love School of Business, Bachelor of Science, Business Finance 2002
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Accredited Investment Fiduciary
- Series 6 Securities License
- Series 63 Securities License
- Series 65 Securities License
- Series 7 Securities License
- Life/Health/ Long-Term Care Insurance Licensed
*Assets Under Advisement as of 3/31/2023