About
Since 2002, Nick has held various positions in the financial industry, including 10 years with Fisher Investments. His broad background, including experience with equities, fixed income, venture capital, and private equity, along with his relationship-first approach with high-net-worth clients, make him a perfect fit as a regional vice president for new client development with Wealth Enhancement. Nick works closely with clients to understand their priorities, evaluate their current financial picture, and develop tailored plans with clear, actionable recommendations. He works closely with Wealth Enhancement’s advisory teams to ensure clients are well positioned for ongoing guidance and support.
Nick and his wife have three daughters and live in Burlingame, California. He enjoys skiing, hiking, gardening, and traveling. He’s a frequent volunteer in his community, contributing to various charities that support the deaf and hard of hearing.
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation