Nick provides value for his clients through transparency, humility, and unparalleled service, while generating detailed action steps to help them pursue financial freedom. “Creating lifelong relationships with clients and becoming as close as a member of their family as possible,” is one of Nick’s favorite parts of being an advisor. He aims to help his clients build generational wealth while they transition toward retirement.
Graduating with Academic Honors, Nick earned his BA at Vanguard University and was the commencement speaker at his graduation. While at Vanguard, Nick played on the basketball team where he was awarded a two time Academic All American and was recognized with various awards. Nick is an Investment Adviser Representative & Insurance Professional and has passed his Series 6, 63, and 65 securities exams.
Fountain Valley, California is where Nick currently resides with his wife and baby boy. However, spending five years of his youth as the son of missionaries, Manila, Philippines is where he calls home. While away from the office, Nick can be seen playing basketball, golfing, or working out. He looks forward to date nights with his wife and watching movies together.
