Nick Licouris is an Investment Advisor Representative with Gerber Kawasaki. Born and raised in Fresno, California, Nick attended Edison High School, a Magnet school for math and science, graduating as valedictorian. Continuing his thirst for knowledge, Nick moved to California’s central coast to attend California Polytechnic University graduating with a degree in Business Administration with a concentration in Finance. As a member of the Cal Poly Financial Management Association, Nick discovered his passion for following along the ever-changing financial markets.
Through ongoing education and communication, Nick aims to give clients the tools to understand complex financial topics, leaving them feeling empowered about their own situation. Nick takes pride in easing the financial stress his clients may feel in their everyday lives.
Nick works to ensure your customized financial plan is working to achieve each of your goals, including (but not limited to) retirement, education funding, home ownership, and life insurance. He focuses on helping education and technology professionals, business owners, families, and individuals build, manage and protect their assets.
Nick specializes in preparing for milestones. No matter your stage in life, he aims to ensure everything is in place for clients to feel confident in taking that “next big step,” as outlined his latest article.
Outside of the office, Nick serves as the treasurer for the Cal Poly Alumni Association of Los Angeles and is an active alumnus of the Sigma Nu fraternity. He enjoys spending time with friends and family, going to concerts, and exploring all that Los Angeles has to offer.
| CA Insurance Lic: | #0I89406 |
Designation Disclaimers
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Candidates for the CERTIFIED FINANCIAL PLANNER™ certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER™ certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.
https://www.finra.org/investors/professional-designations/cfp
The Institute for Divorce Financial Analysts (IDFA®) provides specialized training to accounting, financial, and legal professionals in the field of pre-divorce financial planning. IDFA® offers certification and course work in US and Canada as Certified Divorce Financial Analyst® (CDFA®) professionals.
The Institute provides comprehensive training using a variety of knowledge and skill-building techniques. CDFA candidates learn how to help their clients with financial issues that will affect the rest of their lives, including: Personal vs. marital property; Valuing and dividing property; Retirement assets and pensions; Spousal and child support; Splitting the house; Tax problems and solutions; Expert witness testimony; Tax law and financial issues affecting divorce.
To acquire the designation, a candidate must successfully pass the exam and be in good standing with their Broker/Dealer(if applicable) and the FINRA/SEC or any other licensing or regulatory agency. Additionally, qualification and training requirements include a Bachelor's degree with three years of on-the job experience or, if no bachelor's degree, five years of relevant experience; completion of a proctored final examination; continuing education of 30 divorce-related hours every two years.
https://www.finra.org/investors/professional-designations/cdfa