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Nicholas Panagiotakis, CFP®

Nicholas Panagiotakis, CFP®


Financial Advisor

Nicholas has been providing financial advice and insurance services to his clients since 2003. Nicholas’s background and experience in financial services encompasses wealth building and protection strategies for  individuals and business owners. Nick recognizes the need for principals to have a regular and clear understanding of their current business positioning and future growth strategy, and their potential impact on investment strategy. Nick provides sound financial advice based on fundamental investment research and business acumen.

Series 7, 63, 65, Life and Health licensed

Registered Representative & Investment Advisor Representative of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #4084015.