Nick has over 14 years of professional experience working with successful individuals and their families. Nick's primary focus is to help his clients make smart financial decisions to achieve their most cherished life goals. He is driven by the quality, success and longevity of his client relationships. Nick holds a bachelor's degree in Communications from Cal Polytechic State University, San Luis Obispo and a master's degree from Saint Mary's College in Financial Analysis & Investment Management. He is a member of the Global Association of Risk Professionals. He lives in Walnut Creek with his wife and two young children.