Nickolaus Von Dohlen on Blogger: September 2022

Tuesday, September 27, 2022

Published: Benefits of Maintaining Good Customer Relations

“Benefits of Maintaining Good Customer Relations” on @Medium https://ift.tt/nrSoNmg

Thursday, September 1, 2022

Published: How to Set Budget Percentages to Reach Your Money Goals

“How to Set Budget Percentages to Reach Your Money Goals” on @Medium https://ift.tt/paBH1cP

About Nickolaus Von Dohlen

A wealth management professional based in Bucks County, Pennsylvania, Nickolaus Von Dohlen has worked at Crossgate Wealth Advisors, LLC, since 2016. In addition to providing comprehensive investment management and financial planning services to clients, he serves on the firm's Investment Committee and trains and directs its paraplanner. Nickolaus Von Dohlen worked part-time as a junior financial planning associate at Crossgate from 2013 to 2016, and completed an internship at the firm while in college. Complementing his wealth management experience, Nickolaus Von Dohlen oversaw payroll functions at TMS International, The Jones Group, Inc., and UniTek Global Services, Inc. He processed and reconciled payroll for 1,500 employees across several states at the latter firm. He has additional experience as a project analyst with Bloomberg LP. He holds a bachelor's degree in business administration with a major in finance from Rider University, and obtained Certified Financial Planner certification from the College for Financial Planning in 2016. He is also a member of the Kingdom Advisors and is in the process of earning a Certified Kingdom Advisor designation. His other interests include outdoor activities such as scuba diving as well as hiking and rock climbing in and around Bucks County.

Tuesday, September 27, 2022

Published: Benefits of Maintaining Good Customer Relations

Thursday, September 1, 2022

Published: How to Set Budget Percentages to Reach Your Money Goals

Published: Dealing with Strong Currents While Scuba Diving