Nicholas Ockenga
CFP®, AIF®, Financial Planner
About Me
Nicholas joined Sentinel Group in 2018 as a Financial Wellness Educator in the Wealth Management Group. Nicholas works closely with retirement plan sponsors on employee education and one on ones in an effort to increase the knowledge of participants to help them get more financially fit for retirement.
Nicholas previously worked at Salem Five Bank in Business Development and did group education of employee benefits programs prior to working at Sentinel. Having been passionate about helping people handle their finances Nicholas brings a desire to promote financial wellness to all his clients so they can be better prepared for the challenges they face in their daily lives.
Educational Background & Experience
- Rhode Island School of Design, Providence, RI – Bachelor of Fine Arts, Industrial Design
- Accredited Investment Fiduciary®, AIF®
- The Commonwealth of Massachusetts – Life, Accident, & Health Insurance licenses
- FINRA Series 6, 63 & 65
- CERTIFIED FINANCIAL PLANNER™
Out of the Office
Nick enjoys making art, traveling, martial arts, and spending time with friends and family.
Contact Information
