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.
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) professional designation 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.
Nick enjoys spending time with his loving wife, Janean, and energetic 3yo 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.Contact me for any questions related to the established process that we have consistently used to help people pursue their most important long-term financial goals.
CONTACT & LOCATION
CALL (808) 395-8411