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Nicolas Faria Cfa Cfp
Nicolas Faria Cfa Cfp
VP Wealth Planner | Fidelity Investments
Los Angeles, California, United States
Nicolas Faria Cfa Cfp
Summary
Nicolas Faria is a dedicated financial services professional based in Los Angeles, California. With qualifications as a CFA and CFP®, he possesses a robust understanding of investment strategies and financial planning. His expertise is complemented by a commitment to helping clients achieve their financial goals. Nicolas is known for his analytical mindset and attention to detail, ensuring comprehensive assessments of financial situations. Although his current title is not specified, his certifications indicate a high level of proficiency in his field. He is passionate about leveraging financial knowledge to foster sustainable financial practices. Nicolas is also interested in continuous learning and adapting to the evolving financial landscape. His ability to navigate complex financial environments sets him apart. He is focused on building lasting relationships with clients and stakeholders.
Nicolas Faria Cfa Cfp
Work Experience
VP Wealth Planner at
Fidelity Investments
July 2018 - Present
Financial Consultant at
Fidelity Investments
July 2014 - July 2018
Investments Representative at
Fidelity Investments
November 2012 - June 2014
Financial Consultant at
E*TRADE from Morgan Stanley
April 2011 - October 2012
Trader at
Self Employed Full Time Futures Trader
December 2009 - May 2011
Syndicate Associate at
Wedbush Securities
August 2005 - December 2009
Nicolas Faria Cfa Cfp
Education
California State University Los angeles, Finance
January 2002 - January 2005
Frequently Asked Questions about Nicolas Faria Cfa Cfp
What company does Nicolas Faria Cfa Cfp work for?
Nicolas Faria Cfa Cfp is a VP Wealth Planner at Fidelity Investments, a company specializing in Other Financial Investment Activities.
Where Nicolas Faria Cfa Cfp graduated from?
Nicolas Faria Cfa Cfp holds a degree in Business Administration from California State University Los angeles.
Who is Nicolas Faria Cfa Cfp?
Nicolas Faria is a dedicated financial services professional based in Los Angeles, California. With qualifications as a CFA and CFP®, he possesses a robust understanding of investment strategies and financial planning. His expertise is complemented by a commitment to helping clients achieve their financial goals. Nicolas is known for his analytical mindset and attention to detail, ensuring comprehensive assessments of financial situations. Although his current title is not specified, his certifications indicate a high level of proficiency in his field. He is passionate about leveraging financial knowledge to foster sustainable financial practices. Nicolas is also interested in continuous learning and adapting to the evolving financial landscape. His ability to navigate complex financial environments sets him apart. He is focused on building lasting relationships with clients and stakeholders.
Nicolas`s contact details
Colleagues
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