Anastasia Nikolaou
Founder & President of Anastasia & Associates Wealth Management Solutions | Navigating life and wealth, side by side | CERTIFIED FINANCIAL PLANNER™ professional
- Role
- Financial Advisor at Equitable Advisors
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Anastasia Nikolaou
Anastasia & Associates\' mission is to empower individuals and families with personalized, comprehensive financial planning that fosters confidence, security, and long-term success—through education, transparency, and strategies as unique as the lives they support.Our Values as a firm and what you can expect in working with us:*Empowerment Through Education: Financial knowledge is a right, not a privilege.*Trust and Transparency: Honest conversations build stronger strategies.*Comprehensive Thinking: A true plan considers the whole picture—today and tomorrow.*Client-Centric Care: Every recommendation starts with understanding your life and goals.*Legacy with Intention: Planning for what matters now and beyond your lifetime.Areas of Focus*Retirement Planning *Women\'s Financial Strategies*Wealth Preservation*Investments *Insurance *Estate Planning Strategies*Tax Planning Strategies*Charitable Giving CA Insurance License# 0M32347
Experience
Financial Advisor
Nov 2024 — Present · Irvine, CA, US
Education
University of Colorado Boulder
Journalism, Advertising
2010 — 2013
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