Nick George, CFP®, IWA®
Login to view DISC.Nick George is the Founder and a CERTIFIED FINANCIAL PLANNER® at ClearMind Capital, a fee-only firm in Columbus, OH. He specializes in retirement and investment planning for savers in their 50s and 60s, focusing on helping them retire without regret. He holds a Business Administration degree from Ohio University.
Outside of work, Nick is an avid writer and designer of both business ideas and home spaces. He enjoys adventuring with his golden doodle, Ollie, and is currently attempting to learn piano. He values simple pleasures, like watching the sunrise, and is deeply family-oriented.
He is a founding member of the Integrative Wealth Advisor™ program, a movement to create a more human-centered approach to financial planning.
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DISC behavioral profile
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