Nicholas Boero
Wealth Management Advisor
Nicholas Boero joined Rubicon Advisors in 2018 as a Client Service Associate.
As a Client Service Associate, Nic excelled in his role which included: account maintenance, record keeping, clerical functions, and servicing client needs with enthusiasm and a dedication to high quality.
This dedication has enabled him to complete his Life Insurance license, SIE, Series 7, and Series 66 which resulted in the completion of his licensing as a hybrid RIA Advisor on September 1st, 2022.
Since 2018 Nicholas has worked closely with mentor, collaborator, and father, Steven Boero, who has 40+ years of professional Wealth Management experience. During this time, he has assisted individuals, families, retirees, business owners and corporate 401k plans to navigate the intimidating task of retirement/financial planning while building solid relationships on a personal level with these clients.
Nic does his utmost to ensure clients are provided with personalized, professional guidance as he learns their individual wealth management needs and assists them in their efforts to achieve them.
Outside of work, Nic loves spending time with his family. Happily married, he and his wife spend much of their time wrangling their four small children while they enjoy the outdoors.
