Nick Otto, FSCP®, CFP®, ChFC®

Financial Advisor

Domicile State: OH

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. In 2019 and 2020, 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.

 

*For more information on the Five Star Wealth Manager award and the research/selection methodology go to: fivestarprofessional.com

 

Phone (513) 332-9973
Fax (513) 621-9300