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Cepa® Nick Carbone

Financial Planner - Certified Exit Planning Advisor at Commonwealth Financial Group

Nick Carbone, CEPA®, is a Financial Planner at Commonwealth Financial Group. He specializes in financial consulting and is recognized as a Certified Exit Planning Advisor (CEPA), focusing on helping business owners manage and transition their businesses effectively. His professional background includes experience in investment advisory and financial planning services, which he offers through MML Investors Services, LLC, a member of SIPC.1

Carbone holds a Master's degree in Administration of Justice with a focus on Homeland Security from Salve Regina University. He actively engages with his audience on LinkedIn, sharing insights about financial obligations and planning strategies.23 His expertise lies in guiding clients through various financial stages, from startup to retirement, ensuring they are well-prepared for each phase of their financial journey.4

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Cepa® Nick Carbone
Cepa® Nick Carbone, photo 1
Cepa® Nick Carbone, photo 2
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Location

Boston, Massachusetts, United States