Nick Kavallieratos, CLU

Chief Operating Officer

Phone: 212 261-9824
Fax: 212 261-9820
E-mail: nick@kapplanning.com

Nick joined KAP Planning in 2000. In 2003, he was appointed Director of Advanced Sales and Marketing and manages KAP Planning's policy performance division, as well as overseeing advanced insurance planning process for new sales. In addition, Nick acts as KAP's in-house compliance professional and currently holds the title of Chief Operating Officer.

A Summa Cum Laude graduate from Fordham University, Nick earned his Bachelor of Science degree in Finance. He remains an active member of Beta Gamma Sigma, a national honors society for Business and Management, honoring high scholastic achievement for Finance majors.

He has received his CLU designation from the American College at Bryn Mawr, PA and his currently working towards his ChFC designation.

The named individual is registered with AXA Advisors, LLC and provides support to financial professionals from KAP Planning, Ltd. PPG-33955 (10/05).