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Nick Boguth

Nick Boguth

Portfolio Manager at Center for Financial Planning, Inc.

Detroit, MI , United States

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

OrganizationRoleDate RangeDetails
Center for Financial Planning, Inc.®Portfolio ManagerJan 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 AssociateMay 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 InternMay 2014 to Apr 2015
Hamilton ChevroletCustomer Satisfaction ReviewMay 2008 to May 2014
Allstate Financial Services, LLCFinancial InternMay 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

Photoshop
Microsoft Office
Teamwork
Microsoft Word
Series 63
PowerPoint
Research
Microsoft Excel
Social Media
English
Public Speaking
Investments
Economics
Customer Service
C++
Statistics
Morningstar
Series 7

Others at Center for Financial Planning, Inc. (3)

NameRoleLocation
J
Jaclyn Jackson
Investment Research Associate and Registered RepresentativeDetroit, MI , United States
Mallory Hunt
Mallory Hunt
Investment ProfessionalClarkston, MI , United States
M
Marilyn Gunther
PartnerSouthfield, MI , United States

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