About My Practice
Nick O’Gwin is the founding principal of Clear Path Financial Planning. In 2005 Ameriprise Financial recruited him as a financial advisor, and there Nick quickly grew his practice, earning the First Year Top Achiever award and being named an Advisor Coach. In 2007 he was promoted to manager of a team of advisors at the Ameriprise Financial office in Columbia, Maryland, before transferring to Gaithersburg, MD to manage a team of advisors there.
Nick stepped down from his management role in 2009 to focus on his clients, his wife, Nancy, and their newborn daughter Alexandra. In 2011, Nick and Nancy welcomed their second daughter Sydney, and Nick left Ameriprise Financial to launch his own independent financial services firm: Clear Path Financial Planning.
Nick graduated from Hood College (Frederick, Maryland) with a B.A. in Management, a concentration in Finance, and a minor in Global Economy. He completed Certified Financial Planning Board of Standards CFP® certification requirements, becoming a CERTIFIED FINANCIAL PLANNER™ practitioner. He also earned his Chartered Retirement Planning Counselor designation—a specialized retirement planning credential—from the College of Financial Planning.
Financial Advisor since May, 2005
Certified Financial Planner since Oct, 2009
Certified Divorce Financial Analyst since Aug, 2013
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 66
Life insurance: MD, DC, VA, Health/disability insurance: MD, DC, VA, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Planning Counselor (CRPC)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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