Nicholas Accordino CFP®
ASSISTANT:
- Heidi Luchs - heidi.luchs@jwcemail.com
Nick has been a financial planner since 1979 and is a founding partner of Diversified Asset Planners, Inc. established in 1987. He has been a registered representative with JW Cole Financial Inc. since 2007 and an Investment Advisor Representative with JW Cole Advisors Inc. since 2016.
Nick earned a Bachelor’s Degree in Business Administration at The Pennsylvania State University in 1977 and graduated with Distinction. He earned the Certified Financial Planner™ (CFP) professional designation from the Certified Financial Planner Board of Standards in 1988. Nick successfully passed the Series 6 and 63 securities registration examinations in 1985 and Series 22 in 1989. He also holds the Pennsylvania Life, Accident, and Health certification since 1979.
Nick works closely with his clients through all phases of their financial journey. He takes the time to truly get to know each client to provide individualized service to meet their needs now and in the future. Nick feels very blessed because over the years since many of his clients have become good friends.
Outside of work, Nick enjoys spending time with his wife, children and grandchildren. He is an amateur chef providing family and friends with delicious meals and snacks. For the past 30 years, Nick has volunteered for the Park Forest Swim Team helping to run their concessions. Nick is also an avid Penn State fan who hasn’t missed attending a home football game since 1976.