Nick Patullo, CFP®

For over 25 years, Nick has provided financial planning solutions and advisory services to individual clients and families, specializing in comprehensive financial planning services including retirement planning, investment management, and estate and legacy preservation. He began his career with Citibank, then moved to the MetLife Wealth Planning Group. Prior to joining Legacy Edge Advisors, Nick worked for 16 years at TIAA as a Wealth Management Advisor in Princeton, NJ.

In his advisory role, Nick believes in the following core principles:

• Always be a good steward for the client, and provide advice aligned with the client’s needs and values.
• Relationships should be based on awareness, trust, and transparency.
• As a fiduciary, always put a client’s interests first.

Clients who have worked with Nick quickly understand that one of his gifts is explaining complicated financial concepts in layperson’s terms – enabling clients to articulate them with clarity. Clients have often expressed their appreciation for the time Nick dedicates to each client interaction to ensure their comfort and understanding of their specific financial situation.

Nick’s attraction to join the Legacy Edge team was simple - the ability to tailor customized and innovative financial solutions for each client’s personal needs while working collaboratively with a team of professionals who are passionate about their work and who perform their responsibilities with integrity.

Nick earned degrees from Valley Forge Military College (AA), Rutgers University (BS), and Springfield College (MEd). He earned his Certified Financial Planner® designation in 2006. Nick completed the US Paratrooper “Airborne” training in college and is passionate about supporting military-oriented causes such as the Wounded Warrior Foundation, Tunnel to Towers, USO, and the James J. Regan “Army Ranger Lead the Way” Fund.

Nick lives in Hillsborough, New Jersey, with his wife, Laurie Patullo, DPT.

Nick regularly plays lacrosse, competing in national tournaments throughout the year. Nick and Laurie have two children: Michael who earned a PhD in Mechanical Engineering from Johns Hopkins University, and Stephanie, who received her Doctor of Physical Therapy (DPT) from the University of Scranton.