Now Available: The State of the Market with our Chief Investment Officer
advisor-hero
location

Oakland, CA

Nicholas Garcia

Principal Wealth Advisor

Nick Garcia is a seasoned financial advisor with over 13 years of experience in the financial services industry. As a Financial Advisor at Compound, Nick specializes in serving people in tech, helping them with financial planning and investment strategies that align with their unique needs and objectives. Nick believes in taking a holistic approach to financial planning and works closely with his clients to understand their goals and aspirations. He takes pride in developing customized financial plans that are tailored to his clients' individual needs and help them achieve their long-term financial goals.

(925) 414-3997

[email protected]

LinkedIn

Experience

Compound Planning

3 years

First Republic Private Wealth Management

4 years

Morling Financial Advisors

2 years

MassMutual Financial Group

1 year

AXA Advisors

1.5 years

Compound logo

Your personal family
office

Compound