Nick holds two key roles at Halbert Hargrove. As Senior Wealth Advisor in our Long Beach and Valencia offices, he works with clients in helping them determine goals and identify financial risks, creating an allocation strategy for their investments. Collaborating with clients, Nick addresses the broad range of their financial concerns, including retirement planning, tax, insurance, and estate planning.
Nick excels at educating clients—and is a great listener: “I enjoy helping clients work towards goals, solve problems that arise, and uncover risks that they might not have considered.”
Nick enjoys and specializes in using Halbert Hargrove’s tax planning software to review their tax returns to see if there are opportunities to reduce taxes through increased retirement plan contributions, using different investment vehicles, adjusting charitable giving strategies and seeing if there are other opportunities depending on income and deduction thresholds.
As Chair of HH’s Wealth Advisory Committee, Nick leads committee members in exploring financial planning issues that impact clients—and creating responsive solutions. Nick sees his role as “ensuring that we have a diverse set of ideas on the table to make the right decisions.” Nick was named to his current management role in 2012 and has participated in the Wealth Advisory Committee since 2010; he also served on HH’s Investment Committee from 2007 to 2010. He joined the firm in 2005.
Nick holds an MBA from University of California, Irvine and he earned his Bachelor of Science degree in Management Science from University of California, San Diego, where he played college basketball and studied abroad in Florence, Italy. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ (AIF®) designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies, and his Certified Private Wealth Advisor (CPWA®) certification from the Investments & Wealth Institute® formerly IMCA. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Outside of his advisory roles at HH, Nick enjoys helping coach his kids’ sports teams. Nick served on the Board of the Los Altos Family YMCA of Greater Long Beach for 6 years and was the Chair of the Finance Committee for 2 years. He was a charter member of the Young Professional Long Beach Chamber of Commerce.
Nick and his wife Carrie live in Valencia, have two children and love to travel, play sports and spend time with family.
