Broker Check
NICK ABBOTT, AIF<sup>&#174;</sup>,&#160;AAMS<sup>&#174;</sup>

NICK ABBOTT, AIF®, AAMS®


EXPERIENCE AND BACKGROUND

As a financial advisor, Nick believes it is important to invest his time in his client relationships. Developing trust and rapport while gaining understanding of each unique situation allows him to create appropriate and comprehensive strategies. Whether for personal estates or businesses, Nick's goal is to work closely with you toward your long-term goals.

EDUCATION

Nick has developed and refined his investment experience and insurance planning over the past 12 years. 10 of those years were at Edward Jones where he was recognized for his client service excellence (2011-2017) and served on the Hawaii leadership team (2010-2018). Nick completed a bachelor’s of business administration with a major in finance, options and the derivative markets from the University of Hawaii Manoa.

He also earned the AAMS® (Accredited Asset Management Specialist) and AIF® (Accredited Investment Fiduciary) professional designations and holds registrations, licenses, and designations recommended for his work as a financial advisor: Series 7, Series 66, State Life and Health Insurance licenses for Hawaii, California, Washington, Michigan, Texas and Florida.

INTERESTS

Nick enjoys spending time with his loving wife, Janean, and energetic 5yo son. He also serves on the board of his local church and as past president for the Rotary Club of Hawaii Kai, the Hawaii Kai Chamber of Commerce, and the Hawaii Kai BNI group. But he's always diligent in the pursuit of refining our established process to help families pursue their most important long-term financial goals.

SmartVestor Pro

SmartVestor Pro

Nick is a *SmartVestor Pro by Dave Ramsey. Nick has been selected as a SmartVestor Pro because he's committed to helping you achieve your long-term investing goals. What does this mean?

I provide a refreshing twist on financial planning.

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.

I care about your future.

I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

*Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program are not affiliated with Cetera and are not sponsored or endorsed by Cetera

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