Nicholas Greggory Caramanica- Financial Advisor Arlington, VA

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About Nicholas Greggory Caramanica

Arlington Wealth Planning (AWP) is a Fee-Only Registered Investment Advisor (RIA) based in Arlington, Virginia. We bring peace of mind to individuals, families, and businesses by helping them to develop a financial plan to achieve their greatest aspirations.

Our focus is on the customer experience. AWP do not use pressure sales tactics and we do not push products. We do emphasize planning and explain concepts thoroughly at a pace that works for the customer, so that they build their financial expertise. Financial literacy is important. A well-educated client is one who understands financial concepts, so that we can have more meaningful conversations. If you are not there, we will get you there.

We perform holistic financial planning (as defined by the CFP Board and the Financial Planning Association, FPA) to ensure that all aspects of the client's financial picture are considered.

We have your best interests in mind as a "fee-only" RIA, which means that we are not incentivized to sell particular investments. We charge fees based on the services provided so that we limit conflicts of interest (we also offer tax preparation for a fee).

Owner and Chief Executive Officer, Greg Caramanica, is a CERTIFIED FINANCIAL PLANNER^™ who brings the fundamentals of holistic financial planning to AWP. After over 27 years in the consulting industry, he built the company on a foundation of consulting principles where thorough analysis and communication provide a top-notch customer experience.

Mr. Caramanica holds a Master's Certificate in Financial Planning, a Masters of Business Administration, and a Bachelor of Science in Decision Sciences and Management Information Systems.

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General Information

Firm Start Year

2012

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

B.S. - Decision Sciences and Management Information Systems (DMIS)

George Mason University
8/1/1995 -6/1/1999

M.B.A - Business Administration

Virginia Tech
8/1/2002 -12/10/2005

Master's Certificate - Financial Planning

Georgetown University
01/27/2012 -09/22/2012

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892023/paladinregistry-Arlington-Wealth-Planning,-LLC-detailed-disclosure.html

Disclaimer

The information contained in this profile is being provided for informational purposes and does not constitute investment advice, nor does it constitute an offer, solicitation or advertisement with respect to the purchase or sale of any security. The information contained in this profile is not intended to be used as a source of any specific investment recommendation, and individuals should not make any investment decision based solely on its contents. In addition, this profile does not take into account the particular opportunity costs, investment objectives, tax and financial situation or other needs of any specific individual. Therefore, each individual should consider their own financial goals, objectives and risk tolerance and consult with their financial advisor before making any investment or mortgage decisions. If you would like investment advice for your specific situation, please contact Arlington Wealth Planning, LLC, or your financial advisor, for a full review of your financial situation and investment accounts.

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Nicholas Greggory Caramanica

Arlington Wealth Planning, LLC