Nicholas A. Latko, M.B.A., CFP®

Nick is a committed CERTIFIED FINANCIAL PLANNER^® with a rich history in the financial services industry since 1997. His career launched at Metrobank in the Quad-Cities, followed by nearly a decade at Old Second National Bank in Aurora. In 2011, he and his team celebrated a career-defining moment by founding Clear Perspective Advisors.

Nick resides in Naperville, IL, with his wife Raquel, their two children, and their loyal dog Kobe. He deeply values the close-knit community he serves professionally and personally.

Nick's educational background includes a bachelor's degree from St. Ambrose University and an MBA from Aurora University. He is passionate about community service, currently contributing to the Jarrett Payton Foundation as a member of the Bag the Bullies committee. Nick is also a vigorous supporter of physical and community health. He actively participates in F3 Naperville, a fitness group dedicated to promoting fitness, fellowship, and faith.

EDUCATION & PROFESSIONAL DESIGNATIONS

St. Ambrose University, B.A.
Aurora University, MBA
CERTIFIED FINANCIAL PLANNER^®
State of Illinois Life Insurance License
FINRA Investment Licenses 7, 63, 65

COMMUNITY INVOLVEMENT

Jarrett Payton Foundation, Bag the Bullies Committee Member
AMITA Health Mercy Medical Center, Former Foundation Board Chairman
F3 Naperville, Former Leadership Team Member
First Tee of Aurora and Fox Valley, Former Board Member
Triple Threat Mentoring, Former Junior Board Co-Chairman and Volunteer