Nicholas Tancabel, CFP®, ChFC®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• Chartered Financial Consultant®

Work Experience 

• Joined MAI in 2024
• Previously worked at Treloar & Heisel Wealth Management where he helped dental clients navigate financial decisions since 2019

Life Outside of MAI 

• Enjoys bowling, spending time with family, and is an advocate of the oxford comma
• Diehard sports fan, including Los Angeles Rams, New York Yankees, and New York Knicks

Education

• Youngstown State University, Bachelor’s Degree

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.