Nick Mordini

Nick is driven by a passion for helping clients pursue their financial goals while building lasting relationships. Throughout his career, he has demonstrated a keen ability to connect with people, uncover their financial objectives and develop personalized strategies to confidently meet those objectives.

Nick’s expertise lies in his ability to use Retirement Analyzer financial planning software to give clients a comprehensive understanding of their financial position. By incorporating assets such as 401(k) accounts, annuities, and expense and cash flow plans, he provides a clear, actionable picture of their retirement readiness. This analytical approach allows him to explore strategies that align with his clients’ needs and long-term goals.

A graduate of Santa Clara University, Nick earned a bachelor’s degree in finance with a minor in real estate in 2021. He began his professional career at Charles Schwab, where he honed his skills as a financial service professional and quality assurance specialist over a three-year tenure. These experiences solidified his dedication to helping clients make informed financial decisions. He has passed the Series 7 and 63 securities exams.

Outside of work, Nick embraces his love for the mountains and the outdoors. A former competitive mogul skier, he still seeks every opportunity to hit the slopes in the winter. During the summer, Nick can often be found golfing, hiking, camping, biking in Colorado’s breathtaking landscapes or playing with his golden retriever, Berkeley.