Nick Jensen, CFP®, CPA Silvo Planning

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About Nick Jenson, CFP®, CPA

Nick Jensen is a fee-only financial planner and the founder of Silvo Planning.

Nick brings his passion for lifelong learning, talent for coaching, and attention for detail to every client relationship. When not helping people build their financial futures, he can be found working on his farm or enjoying the many outdoor activities that our region has to offer.

Nick is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). He holds a Bachelors degree in Accounting with a concentration in Economics from the Rochester Institute of Technology as well as a Masters in Science of Law from the Thomas Jefferson School of Law. He had over 20 years of experience in public accounting and corporate finance before making a mid-career shift to financial planning in 2016 and has not looked back since.

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Ideal Clients

  • Business Owners
  • Real Estate Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $1,200+/engagement

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