Grow Financial Federal Credit Union

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Financial
Advisors

Nicholas Schaaf, CRPC®

Nicholas Schaaf, CRPC®

Financial Advisor

CUSO Financial Services, L.P.
6121 State Rd. 54
New Port Richey, FL 34653
Office: 813.837.2451, ext. 5006
Mobile: 727.494.9457
Email: nicholas.schaaf@growfinancial.org
Serving: Lutz, New Tampa, Pasco, Spring Hill and Wesley Chapel

Nicholas Schaaf strives to make a difference in the lives of the members by assisting them in developing a customized plan that will help ensure a better financial future. He began his career in financial services at Suncoast Credit Union, working his way from a branch employee to a member of their Trust and Investments Department. As a Retirement Plan Consultant, Nick assisted school board employees with planning and saving for retirement. During his time at Suncoast, he obtained the designation of Chartered Retirement Planning Counselor (CRPC). In addition to the CRPC, his professional certifications include Series 7 and Series 66 licenses and licensure with the State of Florida Department of Insurance.

When he’s not making a member’s financial dreams a reality, Nick enjoys trying new barbecue restaurants and exploring local parks in the area with Teresa, his wife of 12 years. They also enjoy kayaking on the many waterways Florida has to offer and attending Atlanta Braves games at least once a year. In 2002, Nick acquired his private pilot license. Through this training, he further developed the skills of careful planning and attention to detail to help ensure safe landings.

Let Nick help build a personal plan to meet your needs, whether you’re planning for retirement, saving for college, protecting your wealth or transitioning through a major life event.

Check the background of your Financial Advisor with FINRA’s BrokerCheck.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.