Nick Kralj, AIF®
Vice President, Retirement Plan Services
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Background
Nicholas “Nick” Kralj is a Vice President of Retirement Plan Services at HUB International. Nick has a passion for all things finance. While facts and figures speak to him, he also appreciates speaking to people and building relationships with them. Combined, these skills have helped him fine-tune his role as a Retirement Plan Advisor.
Based in Oregon, Nick works closely with his clients to determine the plan features and investment options that will result in the optimal outcome. Specifically, by applying his financial proficiency to each business’ unique circumstances, he is able to help develop an effective retirement plan solution for each company he works with. At the end of the day, Nick aims to provide retirement benefits for employers and their participants, making retirement a real option in their futures.
Nick earned his B.A. in Finance from Linfield University. He is Series 65 licensed and holds the Accredited Investment Fiduciary (AIF®) designation.
Advisor Location
2 Centerpointe Drive Suite 275 Lake Oswego, OR 97035
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting