Nick holds the Certified Financial Planner™ designation, he is an Accredited Investment Fiduciary® and also a Chartered Retirement Plan Specialist®. His financial planning career began in 2007 where he started at the Life Insurance company MassMutual Financial Group and focused on insurance and investment planning strategies. In 2010 Nick joined the Private Client Group at Wells Fargo Advisors where he focused on wealth management, financial planning and business retirement plans. Then in 2013 Nick became an independent financial planner at Iron Point Financial Advisors (formerly “Rios and Associates”) where he is able to combine all of his experiences to offer a truly comprehensive approach with regards financial planning, wealth management, insurance planning and business retirement plans for his clients. Nick strives to provide his clients with the best possible financial solutions tailored to their specific needs. His process is based on the most current financial planning principles. His attainment of the Accredited Investment Fiduciary credential demonstrates understanding of the Prudent Practices and methodology which truly benefits his clients by providing them advice in which no brokerage company, bank, or insurance company dictates the investments he recommends. Nick received his Bachelor’s Degree in Finance from California State University of Sacramento. He holds FINRA Series 7, 65, 63 & 6 licenses. CA Insurance license #0F68061
Nick lives in El Dorado Hills, California. Nick enjoys traveling, golfing, snow sports, hiking, camping and maintaining his collection of exotic saltwater corals and fish.
BRANCH OFFICE: 1110 Iron Point Road, Suite 160, Folsom, CA 95630
Website Address: www.nickweberwealth.com