MORE ABOUT NICK
Nick, the Principal Planner and CEO of BCAP Wealth brings a vibrant background to the world of Financial Planning. Originally from Fort Worth, Texas, and raised in Grayson, Georgia, he values family and competition, traits evident in both personal and professional aspects of his life. Nick completed his education at Georgia State University with a degree in Finance and minors in Economics and Spanish, Nick entered the financial industry in January 2019. Beyond the numbers, he finds fulfillment in the human connection, viewing himself as a financial partner rather than just an advisor. His goal is to craft holistic financial plans that align with clients' lifestyles and aspirations, fostering a family-like atmosphere throughout the journey.
Outside the office, Nick and his wife, Diana, explore their shared passion for travel and the outdoors. Whether engaged in physical activities, reading up on business trends, or enjoying game nights with family, Nick seeks a balanced and enjoyable lifestyle for both himself and his clients. As a firm believer in a family-oriented, competitive, and fun approach, Nick aims to make financial success a shared and rewarding experience.
DISCLOSURES
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Vita Financial are not affiliated.
CIRA Licenses: Georgia
Securities Licenses: Alabama, Arizona, California, Colorado, Washington DC, Florida, Georgia, Illinois, Massachusetts, Michigan, Montana, Nevada, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin
Insurance Licenses: Alabama, Arizona, California, Florida, Georgia, Indiana, Michigan, Missouri, North Carolina, New Jersey, South Carolina, Tennessee, Texas