Nicholas Economos, CFP^®, CPFA^®, CRPC^®, CEPA^®

As a four-time Ironman triathlete, Nick understands firsthand the value of setting ambitious goals, preparing with discipline, and staying focused through challenges. While he considers himself fortunate to have the endurance required to complete an Ironman, his passion is helping others pursue financial goals that may initially seem unattainable.

With over 25 years of experience in wealth management, Nick is dedicated to helping high-net-worth families pursue their long-term financial objectives. As Managing Director and Private Wealth Advisor at Economos Private Wealth, he works closely with clients to understand their unique circumstances and provides comprehensive, disciplined investment guidance designed to help them navigate changing markets and pursue their goals.

Financial planning is a central part of Nick’s approach. He reviews each client’s financial plan at EVERY meeting to evaluate progress, address changes in their circumstances, and help ensure their investment strategy remains aligned with their long-term goals.

Nick takes a comprehensive approach to investment management, tailoring each client’s strategy to their individual goals, financial circumstances, and tolerance for risk. His experience includes working with clients who have concentrated stock positions or securities subject to Rule 144 restrictions. These strategies are integrated into the broader financial plan with the goal of helping clients manage risk, create flexibility, and stay focused on their long-term objectives.

Nick graduated with honors from California Polytechnic State University, San Luis Obispo, with a degree in Business and a concentration in Finance. While at Cal Poly, he competed as a member of the university’s varsity soccer team.

Nick and his wife live in Alamo, California, and are the proud parents of three children.