Nicholas Renfro CFP®
Nick is a CERTIFIED FINANCIAL PLANNER® Professional, a certification awarded by the Certified Financial Planner Board of Standards. He is a native Texan and long-term resident of League City. Nick joined MDT Financial Advisors in the spring of 2022. In his role, he helps clients reach their financial goals through comprehensive discussion and planning. Nick believes a well-rounded investment plan includes strategies for retirement planning, investment planning, estate planning, and tax-efficient investing*.
Prior to joining MDT, Nick studied at the University of Houston’s main campus. He graduated with the highest tier of Latin honors from the Bauer College of Business. He holds a Bachelor of Business Administration in Finance. Nick was also a member of the Honors College and Accounting Society.
Outside of the office, Nick enjoys riding his bike, listening to music, traveling, and going to the beach. His favorite travel destination is a tie between the Red Rock Country and his grandmother’s summer cottage in Houghton Lake, Michigan. Nick also has a passion for cooking. Friends and family love his Cajun crawfish etouffee and ground beef enchiladas.
Professional Registrations, Licenses and Certifications:
- CERTIFIED FINANCIAL PLANNER® Professional Certification
- Series 66, Uniform Combined State Law Examination