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Vanguard University Alumni, Magna Cum Laude

Played on the U16 Philippine National Basketball Team

Youth director at his church & leads men’s bible study

Received Certification of Recognition from California State Legislature & State Senate

Speaks Tagalog

Will video conference with clients to make it easier

Get to Know Nick

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 Newport Mesa Church alongside his wife who is the Youth Pastor.

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Meet Nick’s Team
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Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934