Nick Trotter

Financial Planner

Nick’s savvy is in creating and analyzing financial plans, ensuring every client has comprehensive retirement, tax, and estate strategies in place. Nick has a passion for problem solving and, with his analytical personality, strives to help build the foundational levels of personal finance for client success at Solidarity Wealth.  
 
Nick discovered a love of personal finance during college and pursued a degree in Personal Financial Planning at Utah Valley University. While completing his degree, he worked for organizations like UVU’s Money Success Center, Northwestern Mutual, and Deseret Mutual Benefits Administrators where he gained experience in financial plan creation and monitoring. During that time, he also focused his entrepreneurial spirit into building a window cleaning company with his brother.  
  
Nick loves spending his free time with his wife and daughter, playing tennis, experiencing new restaurants, being an avid RSL fan, playing card games, and dreaming of getting his pilot’s license. 

Education and Certifications

BS in Personal Financial Planning, Utah Valley University

Accredited Financial Counselor® 

Utah Life and Health Insurance License