Nicholas Roop | Financial Planner
Contact Information
802.230.1424
nroop@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
Nicholas “Nick” Roop is a Financial Planner at Commonwealth Financial Group, a graduate of Norwich University, and a veteran of the United States Marine Corps.
Nick’s passion for helping others with their finances developed early as he educated himself about all aspects of financial management, from personal finance to business investment. Seeing the positive impact his military service to the country brought, it became just as important to Nick to put that same level of energy, effort, and commitment into improving the lives of others through financial planning.
The focus of Nick’s business is working with families and business owners to achieve financial independence. Nick works with a wide range of clients, but he specializes in working with members of the military, veterans, police, nurses, and other frontline personnel. He also works well with business owners, both large and small, and business executives.
Nick’s holistic approach is similar to that of a personal CFO: he works with the important professionals in your life, including lawyers, accountants, mortgage brokers, and others, to ensure that any and all financial decisions are made with your best interests and goals in mind.
Education is another cornerstone of Nick’s business and personal life. His wife, Maria is a teacher, and he, too, views himself as an educator. He loves to coach clients on each step of their financial plan, so they feel empowered, confident, and comfortable in their financial life.
Nick and his wife, Maria, live in Colchester, VT, with their daughters, Madison and Remington, and sons, Alexander and Ryan. Nick and Maria enjoy creating a sense of community by hosting dinners with friends. In the summer, you’ll find his family on Lake Champlain, while winter weekends are spent either relaxing at home or hitting the slopes for snowboarding adventures.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.