Paul Nikolai MBA, CFP®, From Deloitte To Problem Solver Extraordinaire

Health and Wealth Podcast with Carter & Tim

Episode 77 - The desire to solve problems has always driven Paul to succeed. This quality, coupled with his honed interest in economics and investments, has been a natural and rewarding connection to helping clients work toward their financial goals. In addition, Paul’s ability to clearly and concisely present the complex aspects of investment advice allows his clients to make more informed decisions with their money.
As a Director in Wealth Management and a Partner at Aspiriant, Paul’s approach to client service has always followed a single mantra: Treat all clients as if they were his parents. And he loves his parents. Paul has provided investment advisory and wealth management services to high-net-worth families, closely held business owners, and nonprofit organizations since 1988. Wealth is a privilege, not a right, and he takes his role in preserving that right very seriously. Paul is currently a member of Aspiriant's Board of Directors; moreover, he’s a practice leader of Aspiriant's Cincinnati office and served on the firm's Management and Investment Committees. Paul has also been named one of Worth magazine's Top 250 Wealth Advisors.
Paul, a Certified Financial Planner™ professional, earned his bachelor's degree in Economics and History from Miami University and his MBA from Xavier University. Paul is a member of the Investment Management Consultants Association (IMCA) and is also proud to have served as a board member and the Treasurer of Habitat for Humanity–Cincinnati.
Read more about Paul Nickolai here.
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