Nicholas Yrizarry

Nicholas Yrizarry

President / CEO

Phone: 949-715-8585
Fax: 949-315-3232
E-mail:

After attending Princeton University, Nick began his career in the financial services industry in 1989 with American Express Financial Advisors. He has also served as a First Vice President - Investments with UBS Financial Services, Inc. His career as an independent Financial Advisor has spanned over 17-years.

His investment approach is based on the philosophy that investors will potentially do better over time by earning a steady, reasonable rate of return. With that in mind, he believes it's more productive to strive for consistent, "above average" returns, than to try to time the market.

Nick's expertise as a Financial Advisor has been featured in local and national financial media, including such media organizations as The Wall Street Journal, The Washington Post, Kiplinger's, and MSNBC. He has commented on a variety of financial topics, including retirement planning, behavioral finance, estate planning, stocks, and college savings plans.

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