Nico Espitia
Consultant
- Role
- Finance Specialist at TIAA
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Nico Espitia
With over 5 years of Wealth Management experience I’ve seen many practices and methods. I always had the core belief that Wealth Planning had more to its arsenal than the basic cookie cutter plans. High income business owners have enough on their plate, to worry about overpaying the government Allow us to provide the structure so you can avoid that. Hablo español SEC REGISTERED
Experience
Finance Specialist
Apr 2023 — Present
Education
FINRA & NC DOI
Series 6 & 63, NC Life & Accidental and Health
2021 — 2021
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