Member Login

NICHOLAS ALFINO

Alfino Wealth Management

As a Certified Exit Planning Advisor (CEPA®), Nicholas Alfino is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Nicholas Alfino - - Alfino Wealth Management - Melville, New York, city=Melville, display_country=United States, hs_object_source_detail_1=Find A CEPA (NOVEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=nicholas-alfino, lname=Alfino, hs_object_source_id=enrollmentId:1403664642478;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202024/ALFINO-NICHOLAS-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov%202024.pdf, hs_createdate=1733148301102, cohortium_profile_title=Nicholas Alfino | Financial Advisor at Alfino Wealth Management | CEPA Connect Member, state=New York, id=20404939079, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Nicholas Alfino, email=nicholas_alfino@fhfg.com, cohortium_meta_description=Connect with Nicholas Alfino, a specialized Financial Advisor working with Alfino Wealth Management based in New York., associated_contact_record_id=36670204841, website=www.alfinowm.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202024/8062_Alfino_CEPA-Certificate-2024-November.pdf, is_editable=editable, url_slug_2=nicholas-alfino, impersonate_user_url=https://exit-planning-institute.org/member-detail/nicholas-alfino?impersonation=true, full_name=Nicholas Alfino, hs_lastmodifieddate=1764932353690, phone=+16318706855, company_name=Alfino Wealth Management, name=Nicholas, hs_object_id=20404939079, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=11747, status=Published, hs_updated_by_user_id=49327279}
  • Advisor Type: Financial Advisor
  • Website:
    https://www.alfinowm.com
  • Phone: +16318706855
  • City: Melville
  • State: New York
  • Postal Code: 11747
  • Country: United States
  • Designations:
  • Markets Served:
  • Company Name: Alfino Wealth Management