Nick Pastorino, is an Investment Advisor Representative with SagePoint Financial and has been since 2005. His affiliation with Independent Capital Management gives him a dynamic platform with a wide array of vehicles and services to meet the special needs of his clients. Nick’s passion is for helping individuals, families, young executives, and other professionals that have investable assets, but who fall below most large investment advisory firms' account minimum requirements. His career success can be directly attributed to his ability to educate his clients, implement a financial plan and then follow up with timely and effective ongoing client service.
Nick believes that there is more to investment management and financial planning than just the numbers. Through an extensive discussion process, he learns what the client's goals and concerns are and helps the client prioritize their concerns, provides strategies and helps his clients implement a plan to help reach their goals and meet their concerns. The services Nick provides include retirement planning, college planning, risk management (life, disability and long term care insurance), and estate planning.
Nick graduated from San Diego State University with two degrees. He is currently a Registered Representative with SagePoint Financial, Inc.