Business Hours
M-F 8am-5pm, Sa-Su Closed
Specialties
Comprehensive financial planning, Investment strategies, Risk management, Debt management
First Command Financial Advisor - Nick Putnam, RICP® Verified by Yext
Listed In: Financial Planning Consultants, Financial Planning Firms
Nick Putnam joined First Command Financial Services as a Financial Advisor in May 2007. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of North Carolina State University with a Bachelor's degree… Nick Putnam joined First Command Financial Services as a Financial Advisor in May 2007. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of North Carolina State University with a Bachelor's degree in Financial Management, Nick holds Series 6, 63 & 65 securities licenses plus life and health insurance licenses in NC Life & Health, P&C and LTC & Med Supp. Understanding that the biggest obstacle to financial security for most people is their own behavior, Nick serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Nick will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, Nick is a volunteer for North Carolina Food Bank Triangle YMCA Association. In his free time, Nick enjoys painting, gardening, and weightlifting. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company's Mission of Coaching those who serve in their pursuit of financial security. Read more
First Command Financial Advisor - Nick Putnam, RICP®
1903 N. Harrison Ave, Suite 102, Cary, NC
1903 N. Harrison Ave, Suite 102, Cary, NC
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