Our team’s mission is to support individuals and businesses to build, protect, and preserve their net worth.
What We Do for Our Clients
Nick and his team firmly believe in objectivity and providing the appropriate solutions for their clients. We operate in an “open architecture” where there are no proprietary requirements.
Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.
Nick earned his Bachelor’s degree at UC Davis and his Master’s degree at the University of Illinois. Nick was previously with New England Financial, where he earned numerous distinctions and awards as an advisor for his service to his clients. Nick moved with his team to SGC where he continues to work with his clients to help them achieve their financial goals.
His team also supports the Eastside Academy, a college prep school in East Palo Alto for low-income and disadvantaged students.
Nick is an avid Oakland A’s and SF 49ers fan. In his free time, Nick enjoys hiking, sailing, and salsa dancing.
FINRA CRD #5767364
California Insurance License #0G91790
Tracking #1150684 DOFU 03-2015