Nicholas O'Gwin CFP®

President, O'Gwin Planning

Nick O’Gwin is the founding principal of O'Gwin Planning. In 2005 Ameriprise Financial recruited him as a financial advisor, and there Nick quickly grew his practice, and being named an Advisor Coach. In 2007 he was promoted to manager of a team of advisors at the Ameriprise Financial office in Columbia, Maryland, before transferring to Gaithersburg, MD to manage a team of advisors there.

Nick stepped down from his management role in 2009 to focus on his clients, his wife, Nancy, and their newborn daughter Alexandra. In 2011, Nick and Nancy welcomed their second daughter Sydney, and Nick left Ameriprise Financial to launch his own independent financial services firm: O'Gwin Planning.

Nick graduated from Hood College (Frederick, Maryland) with a B.A. in Management, a concentration in Finance, and a minor in Global Economy. He completed Certified Financial Planning Board of Standards CFP® certification requirements, becoming a CERTIFIED FINANCIAL PLANNER™ practitioner.