Nick Otto, CFP^®, ChFC^®, FSCP^®

Nick Otto is a Financial Advisor with WestPoint Financial Group. As a Financial Advisor, it is Nick's passion to help clients build and maintain a strong financial future by developing, implementing and monitoring investment strategies in the areas of retirement planning, college planning and business owner's unique needs.

Nick received a Bachelor of Science in Education, with an emphasis in Social Studies from Miami University in Oxford, Ohio. Prior to entering the Financial Services Industry, Nick taught Middle and High School Social Studies, as well as Personal Finance and Basic Economics.

Nick has been a Financial Advisor since 2014. He is committed to developing professionally through continued education. He earned his FSCP designation in 2015, his CFP designation in 2019, and his ChFC in 2020. Additionally, Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. From 2019 through 2024, Nick has been named one of Cincinnati's Five Star Wealth Managers*. He is very proud to be included in a select group of wealth managers to receive this title.

In his free time, he enjoys hiking, traveling, and spending time with his wife and four children.

*The Five Star Wealth Manager award, issued by Five Star Professional, is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.

For each year listed, the issue date and time period are as follows: <2024>:lssued 09/01/2024 for 12/12/2023-07/09/2024;<2023>:lssued 09/01/2023 for 12/ 12/ 2022-06/30/ 2023; <2022>:lssued 09/ 01/2022 for 01/03/2022-07/01/2022; <2021 >:Issued 09/01/2021 for 12/ 14/2020-07/09/2021; <2020>:lssued 09/01/2020 for 12/02/2019-06/12/2020; <2019> :Issued 09/01/2019 for 11/19/2018-06/28/2019; <2018> :Issued 09/01/2018 for 12/20/2017 -07/19/2018; <2017> :Issued 09/01/2017 for 12/21/2016-06/29/2017; <2016> :Issued 08/01/2016 for 02/10/2016-07/28/2016; < 2015> :Issued 09/01/2015 for 02/10/201 S-07 /25/2015; <2014 > :Issued 09/01/2014 for 02/10/2014-07/25/2014;<2013>: Issued 09/01/2013 for 02/10/2013-07/25/2013; <2012>: Issued 09/01/ 2012 for 02/10/2012-07/25/2012.

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