Nick Salvetti, CFP®, CRPC® Managing Partner, Form ADV Part 2B

Nothing is more fulfilling to Nick than seeing clients pursue their goals, which is why he sincerely enjoys helping his clients determine how to get from point A to point B. His honesty and loyalty go a long way in earning the trust of his clients, something that Nick considers highly important.

Nick is a Certified Financial Planner™ practitioner and has more than 20 years of experience in the financial services industry. In addition, he is a Chartered Retirement Planning Counselor and has in-depth knowledge of the needs individuals face both before and after retirement.

Before forming The Salvetti Group, Nick was at Raymond James for nine years. Previously, Nick was a Vice President, Investments and portfolio manager at Merrill Lynch for nine years in Stockton, California. Before that, he was a Vice President and assistant branch manager for Morgan Stanley for six years in Sacramento.

Nick earned a bachelor’s degree in business management from Fresno State University. Committed to bettering his community, Nick has served local nonprofit St. Mary's Interfaith Dining Room, Stockton Golf & Country Club, Pacific Futbul Club and Woodbridge Golf & Country Club. 

Originally from Stockton, Nick lives in Morada, California, with his wife, Jennifer, and children, Max, Anthony (A.J.) and Samantha. In his free time, Nick enjoys golf, fly-fishing, skiing, bocce, and spending time with his family.


CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.