Directory

>

Nicolas Faria Cfa Cfp

avatar

Nicolas Faria Cfa Cfp

VP Wealth Planner | Fidelity Investments

Los Angeles, California, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Moderate Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Nicolas Faria Cfa Cfp

Work Experience

company logo

VP Wealth Planner at

Fidelity Investments

July 2018 - Present

company logo

Financial Consultant at

Fidelity Investments

July 2014 - July 2018

company logo

Investments Representative at

Fidelity Investments

November 2012 - June 2014

company logo

Financial Consultant at

E*TRADE from Morgan Stanley

April 2011 - October 2012

💼

Trader at

Self Employed Full Time Futures Trader

December 2009 - May 2011

company logo

Syndicate Associate at

Wedbush Securities

August 2005 - December 2009

Logos provided by Logo.dev

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

avatar
Rutul Joshi

Vice President - Architecture

avatar
Raghu Vemuri

Vice President, AI/ML Engineering

avatar
Ryan Berenger

Vice President of Client Experience

avatar
Ryan Berenger

Vice President Of Client Experience

avatar
Crps Ryan Haskins

Managing Director

avatar
Ryan Morton

Vice President, Financial Consultant

avatar
Ryan Myers

Vice President, Financial Consultant

avatar
Cfp Ryan Noonan Cep

VP, Financial Consultant

avatar
Ryan Rettig

Vice President, Financial Consultant

avatar
Ryan Staudt

Vice President, Managing Director

View Contact details (it's free)
Request Profile Removal