How's it going,
I'm Nick, Client Service Specialist at Stratos Private Wealth. I'm a born-and-raised San Diegan who graduated from California State University San Marcos with my degree in Finance. I was the first in my family to pursue higher education and that pride and encouragement from my family propelled me into starting my career right after graduation. I accepted a position with LPL Financial where I worked as an Operations Specialist learning the ins and outs of finance in an administrative capacity. I joined our team in 2022 with both excitement, knowledge and a eagerness to be client facing.
If I'm not in office I'm typically on an outdoor adventure with my 7-year old German Shepherd, Hazel. my laid back personality is a nice balance to our city's mild climate and I'm usually spending my weekends snowboarding or jet skiing based on season, playing basketball, and cheering on my favorite sports teams.
