THANK YOU FOR ATTENDING DISRUPT ADVICE 2017. CHECK BACK FOR 2018 DATES
THANK YOU FOR ATTENDING DISRUPT ADVICE 2017. CHECK BACK FOR 2018 DATES
2017 Demo Presenters
2017 Demo Presenters
Presented by:
Presented by:
Back To Event Home Page
Nick Holeman, CFP®
Financial Planning Expert, Betterment

Nick Holeman, CFP® is the Financial Planning Expert at Betterment. He is responsible for training all new advisors, working with high net worth customers, and improving the quality of automated advice Betterment gives to it’s 270,000 customers. Nick writes many of Betterment’s educational articles and has been quoted/interviewed by CNBC, the Wall Street Journal and the Associated Press, to name a few. Prior to Betterment, Nick built tax and retirement plans for Pure Financial Advisors. He holds his Masters in Financial & Tax Planning and his BA in International Business, both from San Diego State University.

Featured In: