Nicholas Schaefer is a wealth management financial advisor based in Allentown, Pennsylvania.

Nick serves as a financial advisor with almost a decade of experience. He’s responsible for participant strategies and the delivery of onsite and virtual participant retirement planning and investment advice meetings.

His expertise is focused on delivering personalized retirement planning and investment advice to plan participants. Nick joined CAPTRUST in 2025 and previously worked as a financial consultant at Fidelity Investments.

He is a Certified Financial Planner™ (CFP®) through the College for Financial Planning, and he holds a Bachelor of Arts degree in finance from Saint Joseph’s University.