Nick Willenbring


Having achieved more than a decade of Wall Street experience, Nick brings an abundance of knowledge and heart into every client relationship. He is a trusted Investment Advisor to clients of varying backgrounds and occupations, where integrity and unbiased advice is of paramount importance. His personalized exceptional service style provides a solid trusting foundation upon which clients feel secure and confident that they are in good hands. Nick understands that the most important role an Investment Advisor may play with a client is that of a listening confidante' when discussing their circumstances, concerns and aspirations, and he knows that listening is vital to achieving success for his clients. A collaborative approach to working with his client's certainly supports his goal of attempting to optimize his Investment Advisor role to support all of his clients' financial needs. Nick formerly held a Series 7 General Securities license, and currently holds a Series 63 Uniform State Law and Series 65 Investment Advisor Representative license and a California Life Insurance License. Nick graduated from the University of California Los Angeles with a Bachelor of Arts degree.