Nina DiPalma

Nina's primary focus is working with retirement plan fiduciaries and participants through Investment and Plan Reviews, Benchmarking, and Employee Education. She graduated from Baldwin Wallace University in Berea, Ohio with a Bachelor of Arts Degree in Business Administration and Finance. She currently holds the FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 66 (Uniform Combined State Law Examination) licenses and the Ohio Life, Health and Variable Annuities license. Nina does not offer securities or investment advisory services.