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NICOLA CAPORASO
Financial Advisor

Nick is a Financial Advisor in the Rego Park office of Forest Hills Financial Group and specializes in wealth and asset management, including business pension planning, estate planning and business tax-favored planning for both employers and employees. He guides his clients in macroeconomics by showing them how to decrease their liabilities and taxes and to use leveraging to increase their cash flow so it can be reinvested and accumulate interest. Nick offers wealth-building strategies while protecting his client’s already accumulated assets against both predictable and unexpected life events. Nick analyzes their individual financial situations, ascertains their goals and objectives and marshals the resources and expertise of FHFG to create custom tailored strategies that help them achieve their goals. He helps his clients coordinate their assets to extract an optimum level of synergy out of them, further reducing their exposures to taxes and other unwanted liability.

Nick graduated with a Bachelors Degree in Finance and Investments in 2002 from St. John’s University and began his career in the financial services industry as a stock broker. Now, as an associate of FHFG, Nick has his Series 7 and Series 63 licenses and is studying for both his CFP and LUTC industry designations. Nick’s strong sense of community keeps him actively involved as a financial speaker of the Kiwanis Charter of Glendale, Queens, a leading member of the Sons of Italy, and an active member of both UNICO of Forest Hills and the Inwood National Italian Club.

Nick loves martial arts and playing sports. He tutors high school students in Italian, and volunteers for various tasks at several Nassau County Parks.

Nick was born in Brooklyn and now resides in Oceanside, New York.

Nick Caporaso is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 95-25 Queens Blvd. 10th Floor, Rego Park, NY 11374 (718) 268-9255. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Nick Caporaso is registered in the states of NY, NJ, and CT and maintains his Series 7 and 63 equity licenses. Financial Specialist, The Guardian Life Insurance Company of America, New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Forest Hills Financial Group, Inc. is not an affiliate or subsidiary of PAS or Guardian. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice or services. Please consult with your attorney, accountant and/or tax advisor for advice concerning your particular circumstances.

PAS is a member of FINRA, SIPC

2007-3965

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