Nick DeSantis holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional who brings a disciplined, research-driven approach to wealth management. He specializes in creating tailored financial strategies designed to help clients achieve long-term success across all stages of life. Whether it's retirement planning, investment management, or estate planning, Nick is committed to delivering personalized, goals-based solutions that align with each client’s values and risk tolerance.
After graduating from Rutgers University in 2018, Nick began his professional journey with Quaker Wealth Management, LLC, where he has been proudly serving clients ever since. He believes strongly in the importance of continuous learning and professional growth, He believes strongly in the importance of continuous learning and professional growth, earning the CERTIFIED FINANCIAL PLANNER™ certification in 2021 and the Chartered Financial Analyst® designation in 2025 to deepen his expertise and better serve his clients. His approach is rooted in developing strong, lasting relationships and helping individuals and families navigate complex financial decisions with clarity and confidence. His approach is rooted in developing strong, lasting relationships and helping individuals and families navigate complex financial decisions with clarity and confidence.
On a personal note, Nick is happily married to his wife, Angela, and they are proud parents to their daughter, Nora. Balancing a fulfilling career with family life gives him a deep appreciation for the importance of financial security and future planning.
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