Northwest Financial Advisors Promotes Nicholas Tupaj to Associate Financial Advisor
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 today announced the promotion of Nicholas (Nick) Tupaj from client service associate to associate financial advisor. In this role, he joins a team of advisors dedicated to providing comprehensive financial advisory services to individuals and businesses across the nation.
Tupaj joined the firm in September 2020. During his tenure, he earned the CERTIFIED FINANCIAL PLANNER® certification, Chartered Financial Consultant® certification and Virginia Life, Health and Annuities licensing. He also earned Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials (SIE), as well as Series 63, 6 and 7 licensing.2 Prior to embarking on his professional career, he received a bachelor’s degree in finance from George Mason University, followed by a master’s degree in personal financial planning from Kansas State University.
Karen Benedict, senior vice president of Northwest Financial Advisors said, “Nick has provided stellar wealth management support in progressively higher roles with the firm. He has made it his mission to expand his knowledge of the securities industry, earning highly respected industry credentials. This well-deserved step in his career will increase the reach of our advice and aids in the continued growth and success of our firm.”
“I’m excited to embark on my newest and most exciting role thus far with Northwest Financial Advisors,” said Tupaj. “I have enjoyed servicing clients in supportive roles the last several years, and I now look forward to providing fiduciary advice and strategies to help people pursue their financial aspirations.”
Tupaj is available to serve clients virtually and in the firm’s Herndon, Virginia main office. Visit his LinkedIn page at linkedin.com/in/nicolas-tupaj for additional information.
About Northwest Financial Advisors
Serving individuals and businesses across the nation for over a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized, prudent wealth management advice and solutions to help individuals and business owners work toward creating, growing and preserving their assets. LPL Financial, the nation's leading independent broker-dealer3 and NWFA's securities custodian, ranked NWFA the No. 3 investment program among its credit union programs and the No. 11 investment program among its bank and credit union programs combined in 2024. Visit nwfllc.com for more information.
