View in portrait for best experience

Nicholas Warren

Advisor

CFP®

As an Advisor on the SHC Team, Nick Warren loves helping clients realize their financial goals and preparing a strategy to achieve them.

After graduating from Missouri State University with a bachelor’s degree in Accounting and minor in Computer Information Systems, Nick joined Moneta in 2014 because of the firm’s outstanding reputation in the financial planning industry. He was especially attracted to Moneta’s culture of sharing its collective expertise across teams to ensure the best possible client experience while also developing its rising talent. He earned his CFP® designation at Moneta as validation of his demonstrated determination to excel as a financial advisor.

Nick enjoys spending time with his family and friends. His wife and son share in his fandom for the St. Louis Blues and Cardinals as they attend as many games together as they can.

  • Bachelor of Science, Accounting, Computer Information Systems minor, Missouri State University
  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

VIEW ALL ARTICLES

Let’s make every moment count together…