Nicholas Roy
CFP®
Somnio Financial Group, LLC
Partner / Financial Professional
Nicholas Roy
CFP®
Somnio Financial Group, LLC
Partner / Financial Professional
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nicholas Roy, CFP®
Fee-Only financial planner located in Glastonbury, CT, serving clients locally and across the country
"When you practice truly comprehensive financial planning it's nearly impossible to be everything to everyone. That's why over time we've decided to focus on being everything to some. The goal is to have each client feel as if we're here just for them. In doing this, Rob and I employ a selection process for clients similar to how they probably went about choosing us. Ultimately, we believe the relationships we cultivate have to be as good a fit for our firm as our firm may be for our clients. At the very least this means ensuring the values of potential clients align with the values we maintain as a firm."
Nick earned a B.S. from the University of Connecticut School of Business and has since remained committed to furthering his knowledge specifically within his field. He holds the CERTIFIED FINANCIAL PLANNER™ designation and has taught various financial planning courses to other financial professionals as an adjunct professor.
Nicholas Roy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Life moves fast. Sometimes so fast it’s hard to keep up. Especially when it comes to saving, investing and protecting wealth. All the challenges, the choices, the change swirling around you. It’s easy to feel like you’re falling behind or missing out. So you wonder. You worry. You lose sleep. While some advisors remain stuck in old ways, Somnio is constantly in motion. Relentlessly learning. Moving at the speed of the financial world and at the pace of your life. So you know someone’s always thinking about you. Someone’s always on it. Helping you feel confident, optimistic about your future. Helping you sleep at night. Perchance, to dream.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Nicholas Roy is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Nicholas Roy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Nicholas Roy is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Nicholas Roy
Office Locations:
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140 Glastonbury Blvd
Suite 23
Glastonbury, CT 06033
