About Nicholas
Nick helps high-net-worth individuals and families navigate the complexities of their wealth. He works closely with clients to build customized investment portfolios, develop comprehensive financial plans, and implement long-term strategies that aim to preserve and grow wealth across generations. His areas of focus include income tax planning, equity compensation, retirement planning, charitable giving, and estate planning. Nick also enjoys working with the children of clients, helping them make informed financial decisions and understand financial topics in an approachable and accessible way.
Prior to joining Focus Partners Wealth, Nick worked as a Senior Wealth Advisor at Bordeaux Wealth Advisors. He previously held a role in the assurance services group at Ernst & Young, where he served leading Silicon Valley technology companies.
He lives in Los Gatos, California, and enjoys cycling, skiing, golf, and spending time outdoors.
Education and Professional Milestones
- Santa Clara University – Bachelor’s Degree in Accounting, Summa Cum Laude
Nick helps high-net-worth individuals and families navigate the complexities of their wealth. He works closely with clients to build customized investment portfolios, develop comprehensive financial plans, and implement long-term strategies that aim to preserve and grow wealth across generations. His areas of focus include income tax planning, equity compensation, retirement planning, charitable giving, and estate planning. Nick also enjoys working with the children of clients, helping them make informed financial decisions and understand financial topics in an approachable and accessible way.
Prior to joining Focus Partners Wealth, Nick worked as a Senior Wealth Advisor at Bordeaux Wealth Advisors. He previously held a role in the assurance services group at Ernst & Young, where he served leading Silicon Valley technology companies.
He lives in Los Gatos, California, and enjoys cycling, skiing, golf, and spending time outdoors.
Education and Professional Milestones
- Santa Clara University – Bachelor’s Degree in Accounting, Summa Cum Laude