Broker Check
Nick Seifert, CFP®

Nick Seifert, CFP®

Financial Advisor

Nick Seifert has worked in the financial industry since graduating college in Colorado.  Mr. Seifert specializes in Tax Efficient planning for corporations and affluent individuals. 

Mr. Seifert has traveled throughout California speaking on and educating individuals on relative financial subjects.  These topics include What are Annuities, Maximizing Your Social Security, Medicare, the Value of Trusts and Wills and Investment Planning.  Continuing his own education as well as educating others is a passion of Mr. Seifert’s.  As he continues to advance his knowledge base and education, as of 2021, Nick has obtained the CERTIFIED FINANCIAL PLANNERtm certification.  

Mr. Seifert has been married to his wife, Alyssa, since 2017 and they have two children, Zion (2019) and Remi (2020). Nick and Alyssa love spending time with their children and going to the beach or mountains as a family.