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 investment and tax management strategies utilizing a holistic approach. His clients enjoy working with a financial professional they trust, so they can live their lives the way they want.
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.
Check the background of this investment professional on FINRA’s BrokerCheck.