Nicholas Kakas
Wealth Management Advisor
Professional Designations & Registrations:
FINRA Series 7, 63, 65
Life, Accident, & Health Producer’s Licenses
Education:
Bryant University
Bachelor of Business Administration
About:
Nick believes that successful financial planning begins with listening. For nearly 25 years, he has helped individuals, families, and retirees navigate life's financial decisions with thoughtful guidance, personalized strategies, and long-term relationships built on trust.
As a Wealth Management Advisor with Pioneer Financial Group, Nick takes a comprehensive approach to financial planning. While investment management is an important part of what he does, he believes it is only one piece of a much larger picture. He works closely with clients to understand every aspect of their financial lives—from retirement planning, tax-efficient investing, insurance, estate planning, education funding, cash flow, and major life transitions—to help ensure each decision supports their overall goals.
Nick's philosophy is simple: be there for clients through every stage of life. Whether celebrating milestones, navigating unexpected challenges, or making difficult financial decisions, he is committed to serving as a trusted advisor who provides guidance, education, and confidence every step of the way. His goal is not simply to manage investments, but to help clients make informed financial decisions and feel supported throughout the journey.
Nick earned his Bachelor of Business Administration in Finance from Bryant University and holds the Series 7, 63, and 65 securities registrations.
Outside the office, Nick enjoys spending time with his wife, Nicole, and their teenage twins, Chris and Zoe. He is an avid home gardener who enjoys growing vegetables and herbs, cooking with fresh ingredients, golfing, and traveling—especially to Greece, where some of his family still lives. He also treasures his family's olive groves in southern Greece and looks forward each year to receiving their freshly pressed olive oil, which he proudly shares with family and friends. Having coached his children's soccer teams for many years, he values teamwork, patience, and helping others reach their full potential—qualities he brings to his relationships with clients every day.