Broker Check
Nicholas R. Vantine

Nicholas R. Vantine

President

Nick is the father of two beautiful daughters, and is the founder, owner and president of Boardwalk Financial, which includes tax consultancy Boardwalk Tax and Benefit (T&B). Prior to founding Boardwalk in 1990, he was a tax manager for Price Waterhouse’s Boston Office Tax Practice. While at Price Waterhouse Nick was responsible for delivering tax services to start-ups, private and public companies, and executives and high net worth families, within the consulting, legal, high-tech, financial services and software industries.

Credentials - Nick has 30 years of experience as a Certified Public Accountant (CPA) and maintains his license by fulfilling required continuing education as set forth by the American Institute of CPAs and MA State Board of Accountancy. In addition Mr. Vantine is a MA licensed Insurance Producer specializing in accident and health, fixed life, and variable life and annuity lines.

Nick also maintains the Personal Financial Specialist (PFS) designation, which demonstrates knowledge, experience and expertise in areas of comprehensive wealth management including personal and business income tax planning, risk management and insurance planning, investment planning, retirement planning and estate planning. Click Here-Why Choose a CPA/PFS?

Nick’s financial services industry credentials include the series 6, 63, 65 and 7 exams; registered representative (CT, FL, MA and RI); and investment advisor representative (CT, FL, MA and RI); and insurance producer licensed in FL and MA. He holds a bachelors of science degree in Accounting and Investments from Babson College.