Nick Hatfield

Denver Tech Center, Colorado

Nick Hatfield

CFP®
Vice President, Wealth Advisor
Education &
Certifications

CERTIFIED FINANCIAL PLANNER™

Colorado School of Mines, B.S., Engineering

About Nick
In 2012, Nick joined Miceli Financial Planning where he was mentored by his late friend and former partner, Salvatore Miceli. Miceli Financial Planning merged with another firm to become Rampart Wealth Advisors. Nick and his partner at Rampart were then acquired by EP Wealth Advisors in 2018. Nick’s specialties now include a coalescence of practical solutions for retirement planning, college funding planning, and investment and portfolio management. Nick completed his Certified Financial Planner™ education with Northwestern University and obtained his Certified Financial Planner™ certification in 2015. He is a member of the Financial Planning Association.
Wealth Management Team:

Client Relationship Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement
Rubi Limon-Quinones

Rubi Limon-Quinones

Client Relationship Associate

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Linda_Ginder5778

Linda Ginder

Financial Planner
CFP®, EA, CDFA

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
Daiana K

Daiana Kelleyian

Portfolio Manager
CFA
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