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
After spending five years as the son of missionaries in the Philippines, Nick is actively utilizing the lessons he learned to surpass goals and help provide successful financial futures for his clients through transparency, humility and unparalleled service. Nick joined Trilogy in 2018 after a successful four years of playing college basketball at Vanguard University. While at Vanguard he was a decorated student-athlete, recognized for close to 20 awards, graduated with Honors and was the commencement speaker.
Nick’s approach to financial planning is to first listen to his clients’ uniquely personal financial goals, then provide detailed action steps to help his clients pursue financial freedom and also protect them from any unforeseen events. In Nick’s practice, he spends the majority of his time working with clients aiming to build wealth or transition toward retirement. He is skilled in retirement transition planning through his knowledge of tax and investment strategies as well as diversification, asset allocation and risk management. The unique skills Nick possesses combined with the years of experience within his team, make him confident there are no unsolvable issues. Nick is personally convicted to be the best steward of his talents and bring financial confidence to all his clients as they save for the future or transition into their next season of life.
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 would call Manila, Philippines his home. 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. He also loves cheering for the Lakers, golfing with friends and taking his wife on dates.
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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.