Nicholas P. Pantle CFP® , CRPC® , CPFA®
Nick began his career with UBS Financial Services Inc. in 2012 where he worked with a team that managed over $600 million in client assets. It was with UBS that he learned about the challenges clients face when navigating their financial goals and the importance of an in-depth planning and investment strategy. As someone who truly loves helping others and enjoys simplifying complexities, Nick feels grateful that he can connect closely with individuals in a financial capacity.
Since joining the Masso Torrence team in 2017, Nick has applied his skills to handle all financial planning, 401(k) education, investment research and implementation. He’s passionate about empowering people to become retirement-ready and is flexible in whether he meets with them in person, virtually or over the phone. Nick currently holds his Series 7, Series 66, life, health and annuity licenses, the designation of Chartered Retirement Planning Counselor (CRPC) through the College of Financial Planning, as well as the coveted CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He earned dual bachelor’s degrees from Rowan University and looks forward to further developing his decade of experience in the industry.
Nick is very active in the South Jersey community serving on the Board as well as the Building and Grounds Committee for the Moorestown Community House, as 1st Vice President of the Moorestown Rotary and on the YMCA Burlington County Advisory Board. When he isn’t working or volunteering, he enjoys golfing, traveling, house projects, and remaining healthy and fit. Nick is a huge animal lover and has 2 dogs (Cody and Ruby) with Ruby being a rescued handicap poodle. Nick also spends a great deal of time with his family and friends and his wife Courtney and him are expecting their first child.