Nick Covyeau, CFP
Hi, I’m Nick, a proud Southern California native and founder of Swell Financial.I spent the first decade of my career serving clients at both large wealth management firms, as well as small private wealth institutions. Over time, I realized their focus was more on how to make the firm more money,
Hi, I’m Nick, a proud Southern California native and founder of Swell Financial.I spent the first decade of my career serving clients at both large wealth management firms, as well as small private wealth institutions. Over time, I realized their focus was more on how to make the firm more money, rather than an emphasis on clients achieving their goals. I knew there had to be a better way.I ultimately decided to launch my own RIA in 2021. I did this so that clients could experience the real depth that actual financial planning (when done to its fullest) has to offer. I’m passionate about the work I do and the opportunity I get to hold space for families and make a meaningful and lasting impact in the lives of others.
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Member since March 2, 2023
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