NICOLAS DEBOEUF, CFP®
Financial Planner | Project Owner/Manager
As a seasoned financial planner, Nicolas is dedicated to meticulously crafting bespoke financial plans that not only secure his clients’ futures but also align seamlessly with their unique aspirations. His commitment extends beyond traditional financial guidance, as he expertly develops engaging and informative communications materials to empower his clients.
In his role as the product owner and project manager of the internal financial planning software at Worth Advisors, Nicolas takes the reins in overseeing its development and maintenance. This pivotal responsibility ensures that the software consistently meets the evolving needs of both advisors and clients, reinforcing Worth Advisors’ commitment to cutting-edge financial solutions.
Nicolas’s passion for corporate communications is palpable in his contribution to shaping the visual identity of Worth Advisors. He played a pivotal role in designing the distinctive Worth Advisors logo and crafting the company’s website, making a lasting impact on the firm’s brand.
With a solid academic foundation, Nicolas holds a Bachelor of Science in Integrated Marketing and Communications (IMC) and a Master’s in Business Administration (MBA) with a concentration in Finance from Winthrop University. His credentials are further strengthened by his Certified Financial Planner (CFP®) certification, Series 65 license, and life insurance producer licenses, showcasing his versatility as a well-rounded financial professional.
Nicolas embarked on his journey with Worth Advisors in May 2014, driven by the goal of advancing his career in the U.S., a country that resonates with him and feels like home.