ABOUT Nick Gathrite

Founder & CEO

Nicky Gathrite is the leading Wealth Management advisor in the Orange County area. Prior to going into the financial planning industry Nick attended the University of Texas, at El Paso where upholds his bachelor’s degree in multiple studies including communication, health science, and finance. Nick was also a key player on the Miners football team where he lead them to multiple bowl games throughout his college career.

Shortly following college, Nick obtained being ranked top 50 in the nation at Northwestern Mutual in 2017. He prides himself on building strong relationships and effectively working with a majority of professional athletes, celebrities and business owners. Nicks ultimate goal is to help people plan for their future while simultaneously encouraging that they live their best life. He preaches the importance to maintaining a healthy and balanced financial life while serving out your goals.