Nick Salvetti,
CFP®, CRPC® Managing PartnerNothing 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 those he works with, 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 that individuals face both before and during retirement.
Before forming The Salvetti Group, Nick was at Raymond James for nine years. Previously, Nick was a Vice President, Investments, and a 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 nonprofits St. Mary's Community Services, Pacific Futbul Club and Woodbridge Golf & Country Club.
Originally from Stockton, Nick lives in Acampo, California, with his wife, Jennifer, and their children, Max, Anthony (A.J.) and Samantha. In his free time, Nick enjoys golf, fly-fishing, skiing, bocce and spending time with his family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
