Get to know us.

Nick Perrella, CFP®, CCC

Describe your perfect day?

My ideal day starts by going to a river or lake with my family and kayaking on a nice summer day in Oregon, followed by a picnic near the water. I’d finish the day by relaxing at home in the backyard with family and friends.

What do you most like about your job?

Money related decisions are complex and overwhelming for most. I love helping people achieve focus and find peace with their finances.

Surprise us, something we don't know about you?

In high school I played tennis with some of the top ranked players in the country. I was coached by a former Wimbledon player.

How long have you worked in Financial Services?

18+ years

About

Nick is a CFP® professional and Certified Credit Counselor (CCC) with over 18 years of experience in financial services. He has held diverse roles throughout his career, including client-facing financial planning and strategic positions focused on areas like retirement tax law changes and operations. Nick is passionate about simplifying complex financial decisions and helping clients achieve clarity and confidence with their money. Outside of work, he enjoys spending time with his wife and son, along with their English Bulldog and two exotic shorthair cats.

Education

Bachelors of Science in Finance - San Diego State University

Expertise

Budgeting, Retirement Planning, Taxes, Debt Management, Equity Compensation, Employee Benefits

Experience

Nick began his career in financial services at Vanguard as a specialist in retirement tax law changes before moving to a financial planner role, where he delivered comprehensive planning for high-net-worth individuals and families. He most recently spent several years at LearnLux, a financial-wellness company, where he supported a diverse client population on a variety of financial planning needs.