Nico Russo

Financial Advisor

Nico Russo is a Financial Advisor extremely passionate about helping people in the music, sports, and entertainment industry accomplish their financial goals through goal-based planning. Coming from a family of athletes and musicians, Nico understands the unique challenges that entertainment industry professionals face. He has developed a process to help his clients navigate the challenging financial landscape of this industry.

He educates and helps his clients implement strategies that involve investment and tax management solutions utilizing a holistic approach. His clients enjoy delegating their financial needs to a professional they trust, so they can live their lives the way they want, stress free.

Nico is originally from San Diego, CA and obtained his Bachelor of Science degree in Business at Cal Poly State University in San Luis Obispo. Nico maintains his Series 7 and 66 FINRA registrations, as well as the Life Accident & Health Insurance licenses. He progressed quickly and became one of few members on the Advisory Panel and the National Leaders Forum.

Nico now lives in San Francisco and enjoys traveling, visiting family, music, golf, and building genuine relationships with his clients.

California Insurance License #0M56150

Check the background of this investment professional on FINRA’s BrokerCheck.

Nico Russo