Nicholas P. Venezia
Financial Advisor
Nicholas P. Venezia is a dedicated financial professional with a Bachelor of Science in Finance from Santa Clara University. He specializes in developing personalized financial plans that help individuals and families achieve clarity, confidence, and long-term success.
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Mr. Venezia brings a strong analytical foundation to his planning work, drawing on his prior experience as a Commercial Real Estate Financial Analyst and Underwriter. Equipped with a problem-solving mindset and a client-first approach, Mr. Venezia enjoys guiding clients through key financial decisions—whether they're preparing for retirement, optimizing cash flow, or navigating complex life transitions.
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Nick is an East Bay area native and currently lives in San Francisco. Outside of work, he enjoys spending time skiing in Tahoe, playing pickleball, and catching Giants games with his friends.
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Contact Nicholas P. Venezia