Associate Financial Advisor
Nicholas (Nic) Rosa joined Sensible Financial as an Associate Financial Advisor in the summer of 2020. He’s a graduate of Bentley University with a B.S. in Finance and a master’s in Financial Planning. During college, Nic held internships in accounting and asset management. He enjoyed both, but after taking financial planning classes, including ones on the psychology of financial planning, Nic decided to become a financial planner. He liked the idea of being a part of the whole process, from interacting with clients and learning about their goals, to analyzing their existing accounts and devising a plan to help them move forward.
When Nic decided he wanted to be a financial planner, he thought a great deal about the kind of firm he wanted to work with. He wanted a smaller firm where he’d have access to experienced financial advisors and to clients. He also wanted one with a philosophy that was focused on living within one’s means and without stress. After speaking with Rick Miller and the rest of the Sensible team, Nic knew Sensible had the values and structure he was looking for.
Nic is originally from Connecticut, but lives in the Boston area now, where he likes playing soccer, going to the gym, and watching his favorite teams, the Celtics, the Patriots, and the Brazilian National football team play.