Nick Paxson, CFP®

Nick Paxson, CFP®

Financial Advisor

Education & Accomplishments

University of Dayton, B.S. Finance and Operations Management, 2018
Xavier University, Executive Certificate in Financial Planning, 2020
Certified Financial Planner (CFP®), 2022
NAPFA Registered Financial Advisor, 2022

Personal Information

Cincinnati native
Four-year member, and two-year team Captain, of the University of Dayton Men’s Golf Team
Lives in Oakley with wife, Elizabeth

My Story

After a few summers of cutting grass my dad talked me into purchasing a 5 year CD from the bank, at age 12. He assured me that after those 5 years, the bank would give me more money back than I had given them. I didn’t understand why I should trust them with my hard earned money, or why they needed to keep it for what seemed like a lifetime to me, but I took his advice. Looking back, this was my first investing experience and where I learned the value of saving. My interest continued into high school, as I was investing in a stock account, and that grew into pursuing a finance degree from the University of Dayton.

At a young age I began playing the game of golf as well. It started as something I would do for fun with my dad and grandpas but turned into a passion around the time I began playing for Saint Xavier High School. I took the opportunity to continue playing at the collegiate level where I was a two-year team captain for UD. Golf in general, as well as playing a collegiate sport, has taught me numerous skills and life lessons that I use daily in my job.

I joined the team at RDFA in June of 2019 and have enjoyed learning and working with these amazing people. I completed the Xavier University Executive Certificate Program in Financial Planning in May 2020 and passed the CFP certification exam in September 2020. The experience requirement was then reached in April of 2022, allowing me to use the CFP® marks. I am looking forward to continuing to grow in my career at RDFA and helping our clients achieve their financial goals.