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 principal of a nationally chartered bank and the head 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 Advisor Council and 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 his educational workshops are in constant demand at Fortune 500 companies as well as the Pentagon, Civilian, and Department of Defense agencies of the Federal Government. He has provided significant training to CPAs in support of their continuing professional education credits and has been a principal at Capital Financial Partners for over ten years.

Nick resides in suburban Maryland with his wife and two sons and gives back generously to the Rotunada African ministries in Kabale, Uganda.

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

Nicholas Herman

Lead Workshop Consultant
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