Nicholas J. Scheibner (CFP®)

Nicholas J. Scheibner focuses in the
following client markets or areas of practice:

  • Retirement Planning & Distribution Rules
  • Special Needs Planning

Planning Specialties

Nicholas J. Scheibner, CFP®, NAPFA-Registered Financial Advisor,

Wealth Management Advisor

201-791-6408 | nicholass@baron-financial.com

 

I am a Wealth Management Advisor, and I hold the CERTIFIED FINANCIAL PLANNER™, designation, certifying that I have met the high standards of competency and ethics established and enforced by the CFP® Board. At Baron Financial Group, I work with clients to develop their retirement and investment plan and answer their financial questions, helping to guide them throughout their journey toward financial security.

I also serve as the firm’s Chief Compliance Officer (CCO), who maintains our firm’s policies and procedures, including cybersecurity and privacy policies, as well as regulatory filings.

I started with Baron Financial Group in 2010.  I chose Baron because of their commitment to their core values of transparency, objectivity and acting as a fiduciary, always in the client’s best interest.  In addition, I am proud of our commitment to continuing education - staying up-to-date with industry trends and technology.

I live in North Haledon, NJ with my wife Jennifer, who teaches 5th grade math and science.  I love to cook and spend time at the Jersey shore each summer. I’m an avid New Jersey Devils fan.

Additional Information

Special Needs Financial Planning

We recognize that the financial planning challenges faced by families with special needs members are significant. When it comes to planning for the special needs community, the need for financial professionals who have comprehensive knowledge and experience is required to meet the specific challenges of these families. We take great pride in helping families quantify and plan for today’s needs and those that are likely to follow.

  • At Baron we understand that for parents of special needs children, the main concern is: "What happens to my child, when I am no longer here?".   We work with you to make sure your Estate Planning, Life Insurance, and Investment Accounts are aligned with the needs of your child.

NAPFA Start Date

December 21, 2010

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This Office

1990 Main St., Ste 750 Sarasota, FL 34236-8000 Phone: (941) 922-1365

Other Offices

55 Madison Ave Ste 400 Morristown, NJ 07960-7397 Phone: (866) 333-6659
16-00 State Rt 208 Fair Lawn, NJ 07410-2503 Phone: (866) 333-6659 Fax: (201) 791-3907
100 Park Ave New York City, NY 10036 Phone: (866) 333-6659