Nimita Naik, CFP®

Planning Associate, Private Client Group

​Nimita joined Clearstead in October 2022. As a Planning Associate in the Private Client Group, Nimita provides analytical support for financial planning and investment management services, and is involved in all aspects of planning, communication, and administrative services for Clearstead Clients. 

Prior to joining Clearstead, Nimita worked as a Licensed Branch Manager with Huntington National Bank . Nimita has earned her Master degree from India, and has held the Certified Financial Planner (CFP®) designation since 2011.


Clearstead is structured to put client’s interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to its clients.