Managing Partner | Financial Advisor

Nick Abbott, AAMS®, AIF®

EXPERIENCE AND BACKGROUND

 

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

 

EDUCATION

 

Nick developed his investment experience and insurance planning expertise 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 two energetic sons. 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 Business Networking International 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.

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Mission Financial Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Mission Financial Group, LLC and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Financial Group, LLC unless a client service agreement is in place.  

 

Registered Representatives offering securities through First Allied Securities, Inc. Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services and Mission Financial Group, both Registered Investment Advisers. First Allied entities are under separate ownership from any other entity.  

 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This website contains information about investment advisor representatives of First Allied Securities. These individuals are not employees, contractors, or representatives of Mission Financial Group, LLC. First Allied Securities and Mission Financial Group, LLC are unaffiliated registered investment advisors. Services cannot be rendered without an executed advisory agreement in place.