Minneapolis,MN (PRWEB) December 29, 2013
Nick Chimerakis, of Minneapolis MN, is Sr. Planning & Tax Advisor for White Oaks Wealth Advisors Inc. where he oversees the family office accounting functions and provides tax and financial planning. Nick graduated from the University of Notre Dame with a Bachelor of Arts and Bachelor of Business Administration. Nick obtained his CPA certification in 2006, his CFP® certification in 2013, and also holds a Master of Business Taxation degree from the Carlson School of Management. He is a member of the American Institute of Certified Public Accountants and the Minnesota Society of CPAs.
Bolder Options is a Minneapolis based non-profit organization that focuses on healthy youth development. Through a comprehensive mentoring program that combines wellness activities and community service, Bolder Options seeks to support youth who are at-risk for dropping out of school or becoming involved in delinquent or unhealthy behaviors. Youth and volunteer mentors engage in goal setting, physical activity, tutoring, and community involvement to build confidence, maximize potential, and develop healthy life skills. Nick served as a mentor for Bolder Options, from January 2011 through August 2012, and as a volunteer coach for Bolder Options' inaugural youth triathlon program in the summer of 2013. Nick comments, “I'm looking forward to the next phase of involvement by serving as a member of Board's Finance Committee, where I will be helping set strategic priorities for the organization and ensuring its continued financial health.”
White Oaks Wealth Advisors Inc. is a private, fee-only Wealth Management and Family Office firm within Minneapolis, MN that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, family office services, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.