Nicholas Shaheen, CFP®, CIMA®

Chief Compliance Office, Financial Advisor

Nicholas (Nick) joined Financial Services of America (FSA) in 2010 after graduating from Albion College with a Bachelor of Arts degree in Economics and Management with a Finance concentration. In addition to his Life, Health, and Property and Casualty Insurance licenses, Nick holds Series 4, 7, 24, 52, 53, and 66 licenses. Nick received the Certified Investment Management Analyst® designation from the Investments & Wealth Institute in 2018. He has also completed the AHIP certification to assist his clients with their Medicare needs. Nick is responsible for supervising the securities department at FSA.

Nick has been awarded Property and Casualty Insurance Agent of the Month several times from FSA and was honored by the Insurance Business of America as a 2015 Young Guns award winner.

Nick’s mission is to make sure his clients can enjoy a safe and secure retirement while ensuring a smooth transition to the next generation. With the many financial and insurance products out there, Nick prides himself on simplifying things and making sure his clients understand all of their financial planning options.

When he is not at work, Nick enjoys spending time with his wife, Karen, twin girls, Emily and Evelyn, and 3 dogs, Muffy, Nugget, and Zoey, and traveling. Some of his favorite vacation spots are Wisconsin Dells, Jamaica, and Hawaii.

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