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About
Nick Boguth, CFA®, CFP®, is Senior Portfolio Manager at CENTER FOR FINANCIAL PLANNING, INC.® in Detroit, Michigan. In his current role, Nick is responsible for overseeing client portfolios, conducting in-depth investment research, managing client reporting, executing trades, and maintaining portfolio strategies for individuals and families. He also contributes thought leadership through the firm's "Money Centered" financial blog and co-chairs the firm's Health & Wellness Committee.
Nick specializes in multi-asset portfolio management with expertise spanning equities, fixed income, and alternative investments, focusing on portfolio construction and asset allocation for private clients. His career at the Center began in 2014 as an investment research intern and progressed through roles as Investment Research Associate and Portfolio Administrator before earning promotions to Portfolio Manager and Senior Portfolio Manager.
He holds a Bachelor’s degree in Economics and Statistics from the University of Michigan and is both a CFA® charterholder and CERTIFIED FINANCIAL PLANNER™. Nick achieved his CFA designation in 2021 after rigorous multi-year study and has contributed significantly to the firm's investment committee and portfolio strategy development, playing a key role in shaping investment solutions for clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Center for Financial Planning, Inc.® | Portfolio Manager | Jan 2022 to Present | Established in 1985, Center for Financial Planning, Inc. is recognized as one of the leading Financial Planning and Investment Management firms in the Midwest. Visit http://www.centerfinplan.com/award... |
| Center for Financial Planning, Inc. | Investment Research Associate | May 2015 to Present | Investment Research and Client Service Established in 1985, Center for Financial Planning, Inc. is recognized as one of the leading Financial Planning and Investment Management firms in the Midwest. V... |
| Center for Financial Planning, Inc. | Investment Research Intern | May 2014 to Apr 2015 | — |
| Hamilton Chevrolet | Customer Satisfaction Review | May 2008 to May 2014 | — |
| Allstate Financial Services, LLC | Financial Intern | May 2013 to Aug 2013 | Retirement planning, life insurance, health insurance, disability insurance and LTC |
Education
University of Michigan
Bachelor of Arts (B.A.), Economics
2011 — 2015
Skills & Expertise
Others at Center for Financial Planning, Inc. (3)
| Name | Role | Location |
|---|---|---|
J Jaclyn Jackson | Investment Research Associate and Registered Representative | Detroit, MI , United States |
| Investment Professional | Clarkston, MI , United States | |
M Marilyn Gunther | Partner | Southfield, MI , United States |
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