Nicholas began his career as a Financial Professional in 2016 as a part of the Retirement Benefits Group, a specialized division of Equitable Advisors. His focus is working with supplemental retirement plans, wealth management and life insurance planning. He strives to educate his clients and give them clear recommendations to help hit their financial goals.
Nick joined Southwest Wealth Strategies in 2021. By collaborating with a team of experienced financial professionals the enhanced resources available to him enable him to assist and provide added value to his clients in the area of Group Benefits.
Originally from El Centro Ca, He attended UC San Diego where he received his degree in Management Science . Nicholas lives in San Diego, with his wife Christina, his two children Nicholas and Sloan, and his French Bulldog Gunner. When not in the office spends time with his family, enjoys going to the beach and theme parks in San Diego.
FINRA Series 7 & Series 66 Registrations; Life and Health Licenses
California Insurance License #: 0F54985