I have been challenging clients to plan for financial security for over 14 years.

Graduating from Binghamton University in 2002, I felt prepared to help clients with their personal wealth management and estate planning needs.  As the needs of my clients increased, so did my education.  I went on to receive my CLU®, CHFC®, CASL®, CFP®, and AEP® designations. I value education as a vital component to my professional enrichment.

While I have always strived to better understand the science of financial planning, I now have a greater appreciation and affinity for its art form: behavior modification. By applying 3 principles; faith in the future, patience, and discipline, I not only help clients achieve their goals, but I do it in a manner that reduces stress and provides them a greater sense of empowerment.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.


Nicholas A LLerena, CLU®, ChFC®, CASL®, CFP®, AEP®
Wealth Management Advisor

Strategic Planning Associates


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