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Nick Fuller, CPA, CFP® | Financial Planner

Nick Fuller, CPA, CFP®

Financial Planner

Direct: 509-328-6653

Fax: 509-328-1469

quantumteam@quantumplanning.com

Nick Fuller, CPA, CFP®

Nick Fuller, CPA, CFP® joined the Quantum team in March 2024 as a financial planner. Nick is a licensed Certified Public Accountant (CPA) as well as a CERTIFIED FINANCIAL PLANNER® (CFP®). Taking a holistic approach to financial advice, Nick works closely with tax accountants, attorneys, and other professionals to ensure clients are well-served and recommendations are clearly communicated.

Nick earned a Bachelor of Arts in Accounting and Spanish from Whitworth University and later returned to complete a Master of Science in Financial Planning.

Prior to joining Quantum, Nick worked as a Financial Advisor at a Spokane-based financial planning office after transitioning from a national accounting firm where he worked as an auditor of financial institutions and publicly traded corporations. Nick currently serves on the board for the Spokane Chapter of the Washington Society of Certified Public Accountants.

In his free time, you can catch Nick with his wife, Ashley, and their two sons, Casey and Tate, traveling down to Los Angeles to watch a Chargers football game or otherwise planning their next family adventure. A proponent of lifetime learning, Nick’s always interested in recommendations on a good book to pick up next.

 

 

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SPOKANE

720 W Boone Ave
Suite 100
Spokane, WA 99201
P: 509-328-6653
F: 509-328-1469

SPOKANE VALLEY

16201 East Indiana Avenue
Suite 5240
Spokane Valley, WA 99216
P: 509-892-9368
F: 509-892-9398

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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