Nicholas Enea, MA, CFP®
President
“Our clients’ trust is how I measure success. They trust us because they know we are on top of their financial well-being.”

Nick Enea, WFA’s President, says it was a leap of faith that brought him to the firm in 1994. He had worked for eight years as a Small Business Lending Officer at a large Midwestern commercial bank when a friend invited him to sign on as a partner at WFA.  At the time, Nick had just earned his Master’s Degree in Economics from the University of Wisconsin-Milwaukee.

During his time with WFA, Nick has dedicated himself to providing financial planning advice and wealth management services that are in the best interest of WFA’s clients.  As a Fiduciary, WFA is motivated solely by what most benefits their clients.

Nick is a CERTIFIED FINANCIAL PLANNER™ and an Investment Adviser Representative registered with the Financial Industry Regulatory Authority (FINRA).  In addition to holding his Series 63 and Series 65 securities licenses, Nick was conferred the designations of CERTIFIED DIVORCE FINANCIAL ANALYST™ (2002) and CERTIFIED DIVORCE SPECIALIST (2003).  He is currently a member of the Collaborative Family Law Council of Wisconsin, Inc.

Above all, Nick values the personal relationships he has with clients and is proud of the firm’s high client retention rate. He attributes that success in part to the firm’s commitment to service, and believes clients value the peace of mind they get from WFA’s practical financial assessments and advice.

When he’s not working, Nick likes to golf or take in a baseball game with his kids.  He’s also a supporter of the Wounded Warriors Project and Children’s Hospital of Wisconsin.

Financial Freedom Is Possible

For nearly 35 years, WFA has helped clients get control of their financial situation and feel empowered to make sound decisions when confronted with life’s challenges. Learn from our knowledge and expertise as you continue your journey towards financial independence. 

Contact Us Today