Nickolaus Von Dohlen
Wealth Advisor in Yardley, PA, US
Certified financial planner (CFP) Nickolaus Von Dohlen has spent nearly 5 years as a wealth advisor at Crossgate Wealth Advisors, LLC, in Bucks County, Pennsylvania. In this position, he engages directly with Crossgate clients, providing in-depth financial planning and investment management support. Bucks County resident Nickolaus Von Dohlen previously served in financial analysis roles with a number of nationally known corporations, developing a passion for assisting clients in achieving their financial goals.
Mr. Von Dohlen is a member of Kingdom Advisors, a professional training organization for Christian financial professionals, and attends the Kingdom Advisors Annual Conference every February. He is working towards his Certified Kingdom Advisor (CKA) designation and is enrolled in a 2-year program at the G2 Leadership Institute. A finance graduate of Rider University, he is also a member of the Financial Planning Association and a regular participant at CFP continuing education seminars.
Away from his work at Crossgate Wealth Advisors, he enjoys traveling throughout the United States with his wife. They enjoy visiting new cities and national parks.