Nick Dalafu

Nick aims to provide successful financial futures for his clients through transparency, humility and unparalleled service. He first listens to his clients’ uniquely personal financial goals, then provides detailed action steps to help them pursue financial freedom. In Nick’s practice, he spends most of his time working with clients as they aim to build wealth or transition toward retirement. He is skilled in tax and investment strategies as well as diversification, asset allocation and risk management. He is confident there are no unsolvable issues.

Nick is a Vanguard University Alumni. While at Vanguard, he played college basketball, was recognized for close to 20 awards, graduated with Honors and was the commencement speaker. Nick is an Investment Advisor Representative and holds his Series 65 registration with Trilogy Capital, Inc. and has his Life Insurance license.

While he currently resides in Costa Mesa, California, Nick calls Manila, Philippines his home. He spent five years there as the son of missionaries. When Nick is not avidly working on a client’s financial plan, you can find him serving the youth at Mesa Church alongside his wife who is the Next Gen and Youth Pastor.

Nick Dalafu is solely an investment advisor representative of Trilogy Capital, and not affiliated with LPL Financial.