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Cfp Nick Economos Cpfa Tm Crpc Tm
Cfp Nick Economos Cpfa Tm Crpc Tm
Wealth Management Advisor, Senior Vice President | Merrill Lynch
Walnut Creek, California, United States
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.
Cfp Nick Economos Cpfa Tm Crpc Tm
Work Experience
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
*************@ml.com
*****************@accenture.com
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