Nicholas Pileggi, CFP®

Get to know:

Nick’s empathetic approach allows him to put himself in his clients’ shoes and cultivate a welcoming and non-judgmental experience for clients. He helps navigate clients through complex financial decisions and situations as a dependable guide. Whether it’s assisting people early in their career or helping clients understand what retirement might look like, Nick takes pride in working with clients every step of the way.

“People are so busy running their day-to-day lives, having a plan constructed that is continuously monitored and specific to their situation is comforting to clients.”

Nick comes to Marshall Financial Group with five years of industry experience at a local wealth advisory firm, after completing his degree in finance and legal studies. He connected with Marshall Financial Group’s family-oriented approach and long track record of providing a high standard of service to its clients.

As a first-generation Italian American, Nick travels to Italy to visit family as often as possible. He enjoys playing soccer, spending time with family and friends, and is an avid Philadelphia sports fan.