Nick Scalzo, ChFC, CLU
Co-Chief Executive Officer
Nick Scalzo is the Chief Executive Officer of RiskPro®. Drawing from over four decades of experience in the financial services industry with a passion to improve the Advisor-Client experience, Nick and his business partner, Jeff Olsen, developed RiskPro®, the world’s first Virtual Portfolio Strategist®. This revolutionary risk profiling and portfolio construction system empowers advisors to help their clients understand and pinpoint their own Personal Risk Budget® and then to construct a portfolio within a hundredth of a decimal point of that risk budget in a matter of minutes.
Nick has been a financial advisor for 26 years. Prior to developing RiskPro®, Nick founded The Elements Financial Group, LLC (TEG), a multi-strategist Turn-Key Asset Management Program, with his brother Gaetan in October 2008. Nick and Gaetan are also co-owners of Claremont Financial Group, an independent registered investment advisory firm.
Nick holds the CLU and ChFC designations as well as series 7, 24, 65 and life/health insurance licenses.