Nick Obie

Experience

1. Partner, Financial Professional

   Equitable Advisors

   Jan 2020 — Present · Bozeman, AZ

   Since becoming a financial professional in 2012, Nick has built his practice on a straightforward, efficient, and honest approach in an ever-changing industry. He provides his clients with high level investment and financial advice to help them define and reach their financial goals through all stages of life.With the strength and resources of a talented and dynamic team around him, Nick is able to assist individuals, families, and business owners in the following areas:• Investment Services and Portfolio Constructions • Retirement Accumulation and Distribution Planning • Risk Management and Insurance Planning• Small Business Benefits Planning • Estate Planning StrategiesNick’s educational background began at the University of Redlands, where he earned a Bachelor of Science in Financial Economics with a minor in Accounting. He earned his CFP ® in 2020, holds the FINRA Series 7, 63, and 65 registrations, and also Life and Health Insurance Licenses.Nick lives and spends time between Montana and Arizona with his wife Hillary and two children, Olivia and Henry. When he is not meeting with clients, he enjoys golfing, skiing, traveling, great food and wine, and making memories with family and friends.CFP® and CERTIFIED FINANCIALPLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Education

• University of Redlands

  Bachelor of Science (BS) in Financial Economics, Major in Financial Economics, Minor in Accounting

  2002 — 2006

Skills

• Wealth Management
• Risk Management
• Retirement Planning Strategies
• Estate Planning Strategies
• Educational Planning