Nicholas  Cantrell,  CFP<sup>&reg;</sup> - Financial Advisor

Nicholas Cantrell, CFP®

Green Future Wealth Management

10 Cedar St
Worcester, MA 01609
FINANCIAL ADVISOR'S WEBSITE
(800) 922-8593
(978) 333-2144
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General

Nicholas Cantrell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Green Future Wealth Management in Worcester, MA and the surrounding communities.

Financial Advisor Experience

Nick has worked side by side with clients as a financial advisor for over 10 years. He founded Green Future Wealth Management to provide holistic financial planning that is independent, and deeply rooted in the values of his clients. Nick previously held financial advisory positions at Thomson Financial Management and UMASS Five College Federal Credit Union. In 2019, Nick was named to Forbes list of America’s Top Next-Gen Wealth Advisors for the third year in a row, listed among 250 advisors nationally and the only advisor from Western Massachusetts who was selected. Nick specializes in helping clients with complex retirement income planning, particularly integrating government pensions and Social Security plans with invested assets to maximize income, tax efficiency, and legacy benefits. He also works with clients to help them align their values with their financial planning, through the use of socially responsible and values-based investments and charitable funds. Nick holds the FINRA Series 7, 63, and 65 licenses and is life, health, and variable insurance licensed. He is also a Certified Financial Planner™ professional, Chartered Financial Consultant®, Chartered Life Underwriter®, and Chartered SRI Consultant™. When not at the office, Nick enjoys spending time with his wife, Kendra, and four children, Violet, Elliott, Henry, and Cosette. A classical musician, Nick is an avid supporter of the arts and an occasional classical bassoonist. He also enjoys cooking, travel, and Friday night pizza and game night with his family.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research, a Registered Investment Adviser. Green Future Wealth Management and Cambridge are not affiliated.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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