NICHOLAS FIORITO
NICHOLAS FIORITO
About Me
Nicholas is a Financial Advisor with 10 years of experience currently serving the Sacramento markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and his professional experience, Nicholas works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Before joining BMO Investment Services, Nicholas was a Private Client Advisor and VP of Investments at J.P. Morgan. He holds a Bachelor of Science in Business Administration with a focus on General Management from Sonoma State University. He holds securities licenses 6, 7, 63 and 65, held through LPL Financial along with his Life, Accident and Health, Variable Life, and Variable Annuity insurance licenses.
Originally from San Francisco, Nicholas is a devoted Golden State Warriors and San Francisco 49ers fan. Outside of work, he enjoys spending quality time with friends and family.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management