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Wealth Management

Managing your wealth and planning for the future often requires a professional’s advice. A Financial Advisor can help you organize, understand, control and accumulate your wealth.

To customize an investment plan that meets your needs today and for the future, schedule a free one-on-one consultation today by selecting a time directly in Nick's calendar.  You can choose to meet virtually or schedule a phone call.

A comprehensive approach will be taken to create a wealth management plan just for you.

Contact financial advisor Nick VanGeest at (844) 517-3611, ext. 1189, today to schedule your free consultation.


Nicholas VanGeest is a CERTIFIED FINANCIAL PLANNER™ serving the mid-Michigan area. He received a Bachelor’s degree from Grand Valley State University in 2009 and began working as a Financial Advisor in 2010.

Nick specializes in helping clients work towards organizing, understanding, controlling and accumulating their wealth. He is an advocate for holistic financial planning and believes there are many non-financial elements that need to be taken into consideration. In addition to investments, Nick is licensed to help with life, long-term care, disability and other types of insurance.

When Nick is not in the office you may find him playing a variety of competitive sports including softball, basketball, volleyball and golf. He also enjoys hiking and doing just about anything outdoors.

Nick holds the CERTIFIED FINANICAL PLANNER™ designation, series 7 and 66 securities licenses as well as life, health, accident and variable products insurance licenses. He also holds the Certified Plan Fiduciary Advisor designation.

Nicholas VanGeest, CFP®, CPFA


Join Nicholas VanGeest, CFP, CPFA, our CERTIFIED FINANCIAL PLANNER™ in the prerecorded, one-hour educational workshop to learn the most vital information about Social Security. This includes the many filing strategies, taxation of benefits, and a free personalized report for those who stay until then end. Click the button below to register.

Register here

Join Nicholas VanGeest, CFP, CPFA, our CERTIFIED FINANCIAL PLANNER™  in a prerecorded, one-hour, educational webinar. You will learn how to reduce taxes on your retirement income in addition to the three biggest mistakes retirees make. Click the button below to register.

Register here

Join Nicholas VanGeest, CFP, CPFA, our CERTIFIED FINANCIAL PLANNER™  in a prerecorded, one-hour educational webinar. You will learn to simplify the various parts of Medicare (A, B, C and D), break down what is covered, discuss enrollment periods you'll need to watch out for, distinguish between Medicare Advantage and Medicare Supplements, define the costs, and how to avoid higher Medicare premiums. Click the button below to register.

Register here

* Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus, you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting PFCU Wealth Management or directly from the mutual funds, insurance company, or offering entity.

Securities offered through First Heartland Capital, Inc. Member FINRA & SIPC. Advisory services offered through First Heartland Consultants, Inc. PFCU Wealth Management is not affiliated with First Heartland Capital, Inc. Securities offered through First Heartland Capital, Inc. are: not federally insured, subject to market risk including loss of principal, not obligations of, deposits of, or guaranteed by the Credit Union. PFCU Wealth Management is located at our Portland Office.