Nick Jensen (CFP®, CPA®)

Nick Jensen focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Divorce Planning
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Business Planning

Cash Flow & Debt Managment

College Savings

Employee Benefits Optimization

Estate Planning

Financial Goals

Insurance & Risk Management

Investment Analysis

Retirement Planning

Tax Preparation and Planning

 

 

Additional Information

Nick Jensen is a fee-only financial planner and the founder of Silvo Planning. Nick brings his passion for lifelong learning, talent for coaching, and attention for detail to every client relationship. When not helping people build their financial futures, he can be found working on his farm or enjoying the many outdoor activities that our region has to offer.

Nick is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). He holds a Bachelors degree in Accounting with a concentration in Economics from the Rochester Institute of Technology as well as a Masters in Science of Law from the Thomas Jefferson School of Law. He had over 20 years of experience in public accounting and corporate finance before making a mid-career shift to financial planning in 2016 and has not looked back since.

NAPFA Start Date

June 26, 2020

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This Office

13 Curtis Ave Baldwinsville, NY 13027-2611 Phone: (607) 794-1672