Since becoming a Financial Professional with AXA Advisors, Nick Obie has built his practice on a straightforward and honest approach in an ever-changing industry. He provides his clients with high level investment and financial advice to help them define and reach their financial goals through all stages of their lives.
With the strength and resources of AXA behind him, Nick is able to assist clients with a comprehensive approach. He works with individuals, families, and business owners in the following areas:
Retirement Planning
• Helping clients address the Accumulation, Preservation, and Distribution phases of retirement
Risk Management
• Permanent (VUL, UL, WL) and Term Life Insurance
• Long-Term Care Insurance
• Disability Insurance
• Health Insurance
Business Planning
• 401k and other Company Sponsored Plans
• Business Benefits: Health & Disability Insurance
• Buy-Sell and Key Person Life Insurance
• Additional Retirement Plans: 403(b)/457(b) Plans
• Deferred Compensation Programs and Non-Qualified
• Retirement Plans
Investment Management and Allocation Strategies
• Fee Based, Brokerage, and Mutual Fund Accounts
• Estate Conservation Strategies
• College Funding Strategies
Nick’s educational background began at the University of Redlands where he earned a Bachelor’s of Science in Financial Economics with a minor in Accounting. He holds the FINRA Series 7, 63, 65 and 24 registrations as well as his Life and Health Licenses.
Nick lives and spends time between Montana and Arizona with his wife Hillary, and when he is not meeting with clients, he enjoys golfing, skiing, traveling, and being with family and friends.
CFP® – CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Nick Obie is a registered representative who offers securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.
CA License #0I74073
Southwest Wealth Strategies is not a registered investment advisors, and is not owned or operated by AXA Advisors or its affiliates.
Check the background of this financial professional on FINRA’s BrokerCheck
PPG 135150 (4/18)(Exp 4/20)