Nick A. Milazzo,  CFP<sup>&reg;</sup> - Financial Advisor

Nick A. Milazzo, CFP®

MBA, CMFC

Financial Advisor

Waddell & Reed

4210 Riverwalk Parkway, Suite 250
Riverside, CA 92505-3317
FINANCIAL ADVISOR'S WEBSITE
(951) 900-2060

General

Nick Milazzo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Waddell & Reed in Riverside, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Waddell & Reed, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Investment Management, Mutual Funds, Insurance, Retirement, Life Planning, Long-term Care, Sudden Wealth

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