Nick Kavallieratos, CLU®, ChFC®

Nick Kavallieratos, CLU®, ChFC®

Chief Operating Officer

Domicile State: NY

Phone: (212) 578-2060
Fax: (888) 844-2711
Mobile Phone: (347) 728-4714
E-mail:


After joining KAP Planning in 2000 as part of the policy performance division, in 2003 Nick was appointed Director of Advanced Sales and Marketing.

Nick is active in all facets of the firm's daily operations, including overseeing the advanced insurance planning process.

A Summa Cum Laude graduate from Fordham University, Nick earned his Bachelor of Science degree in Finance with a minor in Economics. He remains an active member of Fordham University's Alumni Relations Mentorship program for undergraduate students, as well as Beta Gamma Sigma, a national honors society for Business and Management, honoring high scholastic achievement for Finance majors.

He has received his CLU and ChFC professional designations from the American College at Bryn Mawr, PA.

Nick and his wife Jennifer reside in Westchester, NY.

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