Nicolas is a senior financial planner for Skybound Wealth Management, LLC. Having spent 3 years with Northwestern Mutual a U.S based planning firm, he aims to provide a strong knowledge base and great work ethic to our firm. Originally from San Antonio, Texas he is now based in Miami and well placed to work with current and new clients.
Nicolas studied at Texas State University where he graduated with a degree in Finance. Once completed, he received his series 6, series 63, and Life & Health certifications. With the vast knowledge U.S based investments and insurance, he aims to provide our clients with the finest experience in financial planning.
Investing involves risk including the loss of principal. No guarantees of investment performance are offered. Your account values will fluctuate and there will be periods experience involving negative returns. Investing requires a long term time horizon.
All the advice provided by Skybound Wealth Management LLC is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.
Skybound Wealth Management LLC is part of the Skybound Wealth Management Group, for all Group regulatory details please visit our regulations page.