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    • Home
    • About Us
      • Our Team
      • The Quaker Way
    • How We Can Help
      • Financial Planning
      • Investment Management
      • FamilyCFO
    • In the News
      • Blog
      • Media
    • Client Login
      • Accounts (Schwab)
      • Financial Plan (eMoney)
      • Performance (Envestnet)
    • Contact
  • Home
  • About Us
    • Our Team
    • The Quaker Way
  • How We Can Help
    • Financial Planning
    • Investment Management
    • FamilyCFO
  • In the News
    • Blog
    • Media
  • Client Login
    • Accounts (Schwab)
    • Financial Plan (eMoney)
    • Performance (Envestnet)
  • Contact

Nick DeSantis, CFP®

After graduating from Rutgers University in 2018, Nick embarked on his professional journey with Quaker Wealth Management, LLC and has been dedicated to providing comprehensive financial planning services ever since. As a CERTIFIED FINANCIAL PLANNER™, Nick specializes in creating tailored financial strategies to help our clients achieve their long-term financial goals.


His approach to financial planning is deeply rooted in understanding each client's unique needs and objectives. Whether it's retirement planning, investment management, or estate planning, he is committed to delivering personalized solutions that align with our clients' aspirations and risk tolerance.


On a personal note, Nick is happily married to his wonderful wife, Angela, and they are proud parents to their newborn daughter, Nora. Balancing a fulfilling career with a loving family life gives him a unique perspective on the importance of financial security and planning for the future.


In his (extremely sparse) free time, he loves to hit the golf course and cheer on the Philadelphia Phillies and Eagles.


Nick looks forward to helping you navigate your financial journey with confidence and peace of mind.

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