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Dave Nicholson, CLU, ChFC

Dave Nicholson, CLU, ChFC

PPC Co-Founder

Dave Nicholson has been in the financial services industry for 30 years. He graduated from Upsala College in 1984 with a B.A. in Business Administration and Marketing, and a Minor in Sociology. After graduation, he sold motorcycles and managed Avis Rent A Car stations in Manhattan, NY, until 1986, when he began his career in the financial services industry.

Since that time, he has served in a variety of positions within the industry, the most rewarding of which has been his 17-year stint as co-founder and partner with Ken and the rest of the Preferred Planning Concepts, LLC team. Dave is licensed for insurance and securities in numerous states around the country and is a Chartered Life Underwriter (CLU) as well as a Chartered Financial Consultant (ChFC).

Dave is known for his analytical approach. He is passionate about the numbers side of financial management and is responsible for providing the logical components of the PPC Financial Plans.

Dave has been married to his beautiful bride Deann since 1987 with whom he is raising and homeschooling their four children.  The family is active in their church and is kept busy with activities ranging from camping to reading to bocce ball to trampolining in the backyard.