Nickolas Bortells brings years of experience as an Investment Counselor to his role as a Retirement Planner at RetireSimply. With a strong background in investments and his Series 65 license, Nick helps clients build personalized strategies that align with their retirement goals. Known for his polished professionalism and personable approach, Nick takes pride in making complex financial topics easy to understand. He’s passionate about building lasting relationships and guiding families toward confident, well-planned retirements.