Nicholas Herman

Profile of Nicholas Herman

Nicholas Herman is the Lead Workshop Consultant for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.

Nicholas is a native Washingtonian with a background in finance and business administration. He has been a VP of a nationally chartered bank and was the CEO of a real estate brokerage firm in Maryland. He is a believer in long-term real estate development, as is apparent in his commitment to educating others about the values of real estate through F3E workshops.

Nick currently serves as the chairman of the Elite Advisory Council, is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and sits on several advisory boards across the country.  He is proud to support our Veteran Charity Partner, Folds of Honor. Folds of Honor provides annual educational scholarships to the military families of those who have been killed or disabled while on active duty. Since its founding in 2007, the organization is proud to have awarded over 7,500 scholarships, including over 2,000 in 2014 alone.

Nick is a Chartered Federal Employee Benefits Consultant (ChFEBC) and has been providing financial advice to Federal Employees in the DC/Metro area since 2002. His educational workshops are in constant demand at several Fortune 500 companies as well as all of the Federal Agencies in the DC/Metro area including the Dept. of Commerce, HHS agencies, the Pentagon/Department of Defense agencies and many more. Nick has provided significant training to CPA’s in support of their continuing professional education credits and has been the CEO/Principal of Capital Financial Partners since 2004. Nick resides in Suburban Maryland with his wife and their two sons. He is an avid golfer and enjoys traveling, staying active, and spending time with family and friends.

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With Roger Ibbotson at the 2017 Annexus Conference at the NYSE.

Nicholas Herman

Lead Workshop Consultant
240.499.0380
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