Nick Thompson is a wealth management financial advisor based in Costa Mesa, CA.

Nick serves as the lead advisor for his clients, partnering with other advisors on financial plans, and working as an associate advisor for complex cases. He brings strong investment and financial planning expertise. He simplifies complex issues, leading to less stress and easier decision-making for his clients.

Nick’s experience includes roles across financial analysis, planning, and advisory work, beginning with an internship at an Oregon‑based financial advisory firm in 2021 and later serving as a Financial Analyst for a Phoenix‑based advisory firm in 2023.

Nick earned a Bachelor of Arts degree in financial planning and a Bachelor of Arts degree in sports business from Arizona State University.

In his free time, Nick enjoys basketball, surfing, and spending time with his friends and family.