Nickolas Raso


As a member of the JJ Burns financial planning team, Nickolas Raso helps analyze clients’ needs, conduct research, and develop comprehensive financial plans. He also provides support to the firm’s senior wealth advisors, assisting them in all aspects of the client relationship.

Nickolas holds a B.B.A. in Finance and a B.S. in Business Economics from Hofstra University. He is currently studying to become a CFP® professional.

On the personal side

Nickolas lives in Long Island City, and is a proud dog-father to Jax. He’s an avid sports fan, dividing his loyalties between football (go Batimore Ravens!) and soccer (go Manchester United!). He’s also an action movie aficionado—and is happy to discuss his favorite fight sequences at length.

What Nickolas brings to the table

Nickolas can cook any red meat to perfection—including steak that will make any carnivore weep. But he also loves a good slice of buffalo chicken pizza, so when he’s feeling lazy, he may just show up with a whole pie to share. He’s also a Game of Thrones superfan, so be prepared for lively dinner table conversation about your favorite Stark sibling.

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Anthony LaGiglia, CFP®

Managing Director

Steven Mula, CFA®

Chief Investment Officer

Ricky Bathija, CFP®

Senior Advisor

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®

Director of Financial Planning

Nejad Abo-Hamzy, CFP®

Financial Planner

Tara Korkus


Jami Regan

Administrative Assistant