RELATIONSHIP MANAGEMENT TEAM
Nicholas A. Faulkner, CFP®
Relationship Manager
Nick is a CFP® professional who is dedicated to cultivating client relationships and partnering with our families to help design their personal financial plan. Prior to Triangle Nick was a Senior Associate at Dimensional Fund Advisors, an asset management firm. Before that, he was the Portfolio Manager and Associate Advisor at Beacon Financial Strategies, where he was responsible for client portfolio management, as well as the construction of financial plans.
In His Own Words:
“My passion lies in helping people make educated decisions that positively affect their future. The trust I build with families is deeply rewarding, reminding me that our work is about making a genuine impact on our clients’ lives. I’m honored to play a role in our client’s journey toward achieving their dreams and I look forward to each interaction that allows our relationship to grow.”
Past Experience:
Senior Associate, Dimensional Fund Advisors
Associate Advisor, Portfolio Manager, Beacon Financial Strategies
Credentials/Certifications:
CERTIFIED FINANCIAL PLANNER™
University of North Carolina at Wilmington, B.S., Business Administration: Finance