Financial Professional, AIF
Nick is the Director of Wealth Management at Stonebridge Financial Group. He began his career in business management and client relations and quickly moved towards financial services when he began managing the finances for several small companies. This transition led him into the Forex space where he facilitated trading between the Euro and US dollar for a company that distributed products from Europe. He moved into financial services in 2014 by becoming a Financial Consultant with AXA Advisors. In 2017 Nick joined Blair Martin and Stonebridge Financial Group with a focus to help grow and service the needs of the expanding firm. He holds an Accredited Investment Fiduciary designation (AIF), in addition to his Series 7, 66, CA LAH. Nick enjoys hiking and trekking, having hiked through the Andes at a max altitude of 15,944ft. He lives in Marin with his wife and son.
California Insurance License #0K08513