361 Forest Ave., Suite 201
Laguna Beach, CA 92651


949-715-8585 / 877-691-7840



Nicholas Yrizarry

Nicholas Yrizarry

President / CEO

Nicholas began his career in the financial services industry in 1989, after attending Princeton University. With over two decades of experience, his goal is to be an advocate for investors—helping each client create financial stability and prepare their assets for the future, in order to maintain a lifestyle they desire.

Nicholas values the unique relationships he builds with clients, and believes in offering personalized wealth management services. By making it a priority to understand clients’ overall financial and lifestyle objectives, Nicholas and his team can develop tailored financial planning and investment strategies for every client they serve.

Some of the nation’s leading media outlets have called on Nicholas for his insight on issues impacting investors and their money. His commentary has been featured in outlets that include The Wall Street Journal, Kiplinger’s Personal Finance, and, and he has also appeared on CNBC.

When Nicholas is not busy helping his clients achieve their financial goals, he enjoys donating his time and musical talent to support the fundraising efforts of local charitable organizations—he is a classical guitarist. A native of Toms River, New Jersey, Nicholas currently makes his home in Laguna Beach, California. He is the proud father of Jasmine, Shannon and Dustin.




Phone 949-715-8585
Fax 949-315-3232
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck