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Nick Safi

Nick Safi

Technology Solutions Specialist

After graduating from St. John’s University, I began my career as a financial advisor, where I honed my skills in client relationship management through the use of cloud-based CRM systems and leveraged financial planning software to provide comprehensive solutions. Now, as I enter my fifth year in the industry, I am thrilled to bring my expertise to the role of Technology Solutions Specialist for Affiliated Advisors.

In this new capacity, I am dedicated to assisting advisors in navigating our suite of cutting-edge technology and services. My goal is to empower them to streamline their operations and devote more time to growing their practices and serving their clients effectively.

Originally from Saint Paul, MN, I have since made Minneapolis my home, where my fiancé Alexa and I enjoy hiking trails with our dog, discovering new breweries, and staying active through CrossFit classes. It is a personal goal of mine to run my first marathon.