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
Will video conference with clients to make it easier
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.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
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.