General Info

Our firm has been offering comprehensive investment and financial planning services in the greater Northern California Bay Area since 1989. This company has established itself as a leader in the financial services industry in this area through collaboration, detailed knowledge, integrity, and extensive networks. Besides this region, weâ??re constantly experimenting with new technology to expand our client base. In addition to in-person meetings, you can meet with us via phone or video calls. Nic holds multiple industry registrations held through LPL Financial including the Series 7, Series 63, Series 65, Series 24, along with the California Life and Health registrations.