Nicholas is a leading professional in the world of finance, with a diverse background that includes a Bachelor of Arts degree in Economics/Accounting from Claremont McKenna College and experience as an Auditor and Senior Auditor for PricewaterhouseCoopers LLP in New York, where he worked with some of the largest and most complex financial institutions in the world. As a Certified Public Accountant (currently inactive) in the State of California and a Certified Long Term Care consultant, he is committed to staying at the forefront of industry trends and regularly participates in continuing education opportunities.
Since becoming a Financial Advisor in 2002, Nicholas has dedicated his career to helping successful individuals, families, and business owners make smart, strategic financial decisions. He has a special passion for working with clients to create long-term visions that align with their passions, priorities, and purpose. His expertise in areas such as estate and legacy planning, business exit planning, and charitable giving has earned him numerous accolades, including being named to the "Top 40 Financial Advisors under 40" in Registered Representative Magazine's January 2013 issue and being honored to be listed by Forbes/Shook as one of America’s Top Financial Security Professionals in 2022 as Top Best in State Financial Security Professional.
In addition to his impressive work in finance, Nicholas is an active member of his community and an avid traveler and cyclist. He and his family are proud members of St. Philip’s The Apostle in Pasadena, California, and he regularly volunteers with local charities to give back to those in need. Whether he is speaking at professional events or working with clients to create a brighter financial future, Nicholas is truly committed to making a positive impact in the lives of others.
Doing Life BIGGR to Nick means wholeheartedly embracing each season of life with gratitude. He cherishes the people and experiences that mold his journey, while eagerly anticipating the excitement and growth that the future holds. It's about being a fully present, loving, and attentive husband to his wife, Anna, a devoted father to his three children, and a dependable presence in the lives of his extended family, friends, and colleagues.
Nick is always ready for the next adventure, be it a culinary experience, a biking trail, a hike in the wilderness, or a travel expedition. His energy and spirit of exploration is contagious, bringing joy and vitality to all who are part of his journey.
For Nick, doing life BIGGR is also about being a faithful man. His wit and effervescent energy, combined with his unwavering faith, fuel his mission to make a positive impact on his clients and everyone he crosses paths with. Nick embodies 'Living Life BIGGR' in his everyday life and through his work, demonstrating that a life well-lived is one that is engaged, enthusiastic, and always aiming to uplift others.