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Nick Pamintuan

Client Service Specialist, SPW- San Diego
Nick Pamintuan
Nick Pmaintuan
NickPamintuan1

I’m Nick Pamintuan, Client Service Specialist at Stratos Private Wealth, San Diego.

I enjoy building strong relationships with our clients and helping create a seamless experience by providing responsive support, clear communication, and thoughtful service every step of the way.

Experience

As a San Diego native, I'm proud to serve the community I've always called home. I earned my Bachelor's degree in Finance from California State University San Marcos and was the first in my family to pursue higher education, an accomplishment that continues to motivate me both personally and professionally.

After graduating, I began my career as an Operations Specialist with LPL Financial, where I developed a strong foundation in financial services and client operations. In 2022, I joined Stratos Private Wealth, bringing that operational experience together with my passion for working directly with clients and helping deliver an exceptional service experience.

 

Personal Interests

 When I'm away from the office, you'll usually find me outdoors with my German Shepherd, Hazel. Whether it's snowboarding in the winter, jet skiing during the warmer months, playing basketball, or cheering on my favorite sports teams, I enjoy staying active and making the most of Southern California's lifestyle. 



Specialties

  • Client Relationship Management

  • Advisor Support

  • Account administration and Support

  • Operations and Process Improvement

  • Client Communication and Onboarding Support

  • Problem Solving
  • Offboarding and transitional assistance

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