Nicholas Daniel is the founder and principal advisor of Spruce Financial. Specializing in retirement income strategies, he designs customized plans for gaining long-term financial security for his clients.
After graduating from The University of Colorado in Boulder Colorado, with a double major in psychology and sociology—and multiple classes in construction engineering—Nicholas began his path to help clients gain financial independence. Since 2009, he has supported clients in strategic planning, wealth planning and management, social security planning and trust services.
He is licensed in FINRA Series:
- 7 - General Securities Representative Examination
- 6 - Limited-Investment Securities License
- 63 - Uniform Securities Agent State Law Examination
- 65 - Uniform Investment Adviser Law Examination
Nicholas is known for his outstanding work ethic developed over years of hard work in construction. His background has given him a deep understanding of the value of a dollar and the power of good financial planning in gaining peace of mind. He genuinely desires to help others become financially secure through wise financial decisions. His approach is honest, simple and sincere.
Nicholas and his wife, Bobbie, live with their four children and their dog, Beaudacious, in Grand Junction, Colorado. They enjoy the outdoors, especially camping, hunting, fishing and golfing together.