Nico's appreciation for the art & science of financial planning combined with his relentless optimism is a perfect fit for his role as a comprehensive Financial Planner and Investment Advisor at Gerber Kawasaki. After experiencing the distress and financial hardship that families went through in the aftermath of the Great Recession, Nico dedicated himself to helping individuals access financial support and opportunities. He worked with the venerable non-profit organizations, Sustainable Economic Enterprises of Los Angeles and Ecology Action, to launch programs built around public, private and non-profit partnerships.
Those experiences led Nico to become a Financial Planning Specialist for a large Broker-Dealer where he built custom financial plans for individuals, families, and small businesses. But, he realized that to truly serve the best interests of clients, he needed to be part of an independent advisory firm. In 2017, Nico met with Danilo Kawasaki and joined GK shortly thereafter. Providing advice that is always in the best interest of clients is the fiduciary responsibility that Nico is most proud of. His broad experience in holistic financial planning enables Nico to work with families, business owners, and individuals from all backgrounds.
With deep knowledge of investment themes like disruptive technology, energy, finance, transportation, and communications, Nico takes pride in upholding socially responsible investing principles. He has earned and maintains the Chartered Socially Responsible Investment Counselor™ designation. This designation has aided Nico in providing expert advice to clients expressing additional interest in Environmental, Social, and Governance (ESG), Green, and Impact Investing.
Nico graduated from UCLA where he was a member of the Model United Nations Travel Team, the Bruin Bridge Team, and was the UCLA Luskin School of Public Affairs Undergraduate Commencement Speaker. He currently serves as Mentor and Board Member at the Providence St. John's Hospital Cancer Survivorship Institute and as a volunteer for the University of California Dept. of Agricultural and Natural Resources as a certified Master Gardener.
|CA Insurance Lic:||#0L73331|