Nicholas O'Kelly

RICP® i

Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Professional Profile

Office Location 845 Church St N
Suite 205
Concord, NC 28025

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My Expertise Retirement Income Planning Designations Held

RICP® i

Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Minimum Assets $250,000 - $499,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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