Since 2016, Nicholas has been helping public school employees and their families navigate their retirement planning with confidence. As a member of the Retirement Benefits Group, he focuses on guiding educators through important financial decisions tailored to their unique career paths.
Nicholas holds a Bachelor’s degree in Management Science from the University of California, San Diego, which supports his analytical, detail-oriented approach to financial planning.
Based in San Diego, Nicholas lives with his wife, Christina, and their two children. Outside of work, they enjoy spending time outdoors, visiting amusement parks, and training together in mixed martial arts—activities that reflect his values of discipline, balance, and family.
Education
- B.S. Management Science – University of California, San Diego
Licenses
- FINRA Securities License: Series 7, Series 66
- State Insurance License: CA Insurance Lic. #0F54985