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Cfp Nick Economos Cpfa Tm Crpc Tm

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Cfp Nick Economos Cpfa Tm Crpc Tm

Wealth Management Advisor, Senior Vice President | Merrill Lynch

Walnut Creek, California, United States

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Cfp Nick Economos Cpfa Tm Crpc Tm

Summary

Nick Economos is a seasoned wealth management advisor based in Walnut Creek, California, recognized multiple times in Forbes' "Best-in-State Wealth Advisors" list from 2018 to 2024. With over 20 years of experience in the financial services industry, he has a proven track record of helping business owners, executives, and entrepreneurs achieve their financial goals through disciplined planning and strategy implementation. An accomplished Ironman triathlete, Nick applies the same dedication and goal-setting mindset to his professional life, ensuring his clients receive personalized and attentive service. He leads a team trained by the Ritz Carlton, emphasizing genuine care and client satisfaction as their highest mission. Nick holds a Bachelor's degree in business finance from California Polytechnic State University, where he graduated cum laude and played varsity soccer. He is passionate about continuous learning and remains committed to enhancing the financial well-being of his clients.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Cfp Nick Economos Cpfa Tm Crpc Tm

Work Experience

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Wealth Management Advisor, Senior Vice President at

Merrill Lynch

December 2000 - Present

💼

Consultant at

Accenture

May 1998 - December 2000

Cfp Nick Economos Cpfa Tm Crpc Tm

Education

California Polytechnic State University, Bachelor's Degree

January 1993 - January 1997

Frequently Asked Questions about Cfp Nick Economos Cpfa Tm Crpc Tm

What is Cfp Nick Economos Cpfa Tm Crpc Tm email address?

Cfp Nick Economos Cpfa Tm Crpc Tm's primary email address is *************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Nick Economos Cpfa Tm Crpc Tm work for?

Cfp Nick Economos Cpfa Tm Crpc Tm is a Wealth Management Advisor, Senior Vice President at Merrill Lynch, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Nick Economos Cpfa Tm Crpc Tm graduated from?

Cfp Nick Economos Cpfa Tm Crpc Tm holds a degree in from California Polytechnic State University.

How can I directly contact Cfp Nick Economos Cpfa Tm Crpc Tm?

To contact Cfp Nick Economos Cpfa Tm Crpc Tm directly, you can use the email address *************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Nick Economos Cpfa Tm Crpc Tm?

Nick Economos is a seasoned wealth management advisor based in Walnut Creek, California, recognized multiple times in Forbes' "Best-in-State Wealth Advisors" list from 2018 to 2024. With over 20 years of experience in the financial services industry, he has a proven track record of helping business owners, executives, and entrepreneurs achieve their financial goals through disciplined planning and strategy implementation. An accomplished Ironman triathlete, Nick applies the same dedication and goal-setting mindset to his professional life, ensuring his clients receive personalized and attentive service. He leads a team trained by the Ritz Carlton, emphasizing genuine care and client satisfaction as their highest mission. Nick holds a Bachelor's degree in business finance from California Polytechnic State University, where he graduated cum laude and played varsity soccer. He is passionate about continuous learning and remains committed to enhancing the financial well-being of his clients.

Cfp`s contact details

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*************@ml.com

*****************@accenture.com

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