Nick Bhandari, CFP®
Partner/Managing Director

Nick is Managing Director of Tegra Financial Partners, a subsidiary of Habif, Arogeti & Wynne, LLP that provides individuals and businesses with top-tier, full-service financial services with a focus on personalized relationships.

Nick is a Certified Financial Planner® who has provided investment and financial planning services to clients since 1994. Before focusing exclusively on investments and financial planning, Nick was involved in the employee benefits and risk management industries for Fortune 500 organizations.

He specializes in investment planning, retirement and business planning, complex estate planning, employee benefits planning, as well as insurance and risk management planning. Nick is a registered representative with the NASD, and a Registered Investment Advisor, with HA&W Wealth Management, LLC. He also directs the brokerage and insurance divisions of Capital Partners, HA&W Strategic Partners, LLC, and HA&W Risk Management, LLC.

Nick is a member of the Financial Planning Association of America. He received a Masters of Science in Finance from Suffolk University in Boston, and a Bachelors of Science in Management from the Georgia Institute of Technology.

Nick has also been named Principal for the Office of Supervisory Jurisdiction for the brokerage operations conducted through Securities America Inc. out of Omaha. He also holds the Series 28 / Financial Operations Principal designation and the Series 24 Compliance Principal Designation.

Contact Information:
Direct Dial: 404-898-8246
Email: nick.bhandari@hawcpa.com
Fax: 404-602-4601

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Insurance products and programs offered through HA&W Risk Management, LLC. Securities offered through Securities America, Inc. Member NASD/SIPC. Shane Austin, Nick Bhandari, Lisa Schiffer, Chris Wynne, Registered Representatives. Advisory services offered through HA&W Wealth Management, LLC. HA&W Wealth Management LLC and TEGRA Financial Partners are not affiliated with Securities America, Inc.