Nick Woloschak
Client Services Associate

Nick is originally from Northeast Ohio and has been working in the financial industry since 2021. He has always valued the Cleveland area and aspired to be closer to his family and friends. Driven by his passion for helping others, Nick was thrilled to join the Alpha Planning team, where his core values and ethics align with the firm’s mission. He is dedicated to supporting clients in achieving their financial goals and ensuring their confidence in a secure retirement.
Nick began his academic journey at Mercyhurst Northeast University, where he earned an associate degree in Sports Management while balancing his commitments as a student-athlete on the baseball team. He later transferred to Youngstown State University, graduating with a bachelor’s degree in Finance. After completing his education, Nick moved to Pittsburgh, where he began his professional career as a Branch Banker and later worked as a Client Associate in the trade services industry for three years.
Outside of work, Nick enjoys spending time outdoors, whether hiking in the Cleveland Metroparks or going on weekend camping trips. He is also an avid Cleveland sports fan and frequently attends games and events to support his favorite teams.
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