CA License No. OH79536
Nick specializes in comprehensive financial strategies with a focus on business exit and continuation planning, advanced planning tactics and wealth management strategies for the owners of privately held corporations and highly compensated professionals. Nick utilizes his knowledge and experience in combination with the expertise provided by a team of specialists available at Tax & Financial Group. With this teamwork, Nick helps his clients to discover and define their goals and concerns and helps them to work towards their objectives.
Nick received his Bachelor of Science in Political Science from Santa Clara University. He holds the Series 7 and 66 securities registrations, his Life and Health Insurance License, as well as his variable life and annuity license. Nick is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.
Nick can be found quail hunting in Baja California, backpacking in the Sierra Nevada, or fly-fishing on the rivers of the American West. Nick lives with his wife Marisa in Corona Del Mar.
3188354 DOFU 08/2020