Nikolai Papa
- Role
- Wealth Advisor at Bay Area Wealth Management Group, Llc
- Location
- Berkeley, CA, US
- LinkedIn followers
- 500 followers
About Nikolai Papa
I work with busy and highly successful professionals and business owners throughout the…
Experience
Wealth Advisor
Bay Area Wealth Management Group, Llc
Jun 2019 — Present
I strive to provide to my clients a higher level of wealth management advice consistent with my fiduciary duty. My goals are to build and preserve the net worth of my clients and their families, who often have limited time to navigate the complexities of today’s rapidly changing financial environment and therefore have entrusted me with these responsibilities. Securities and investment advisory services offered through Woodbury Financial Services, Inc.(WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Please visit our website for additional disclosures.
Skills
- Sales Management
- Account Management
- Executive Benefit Strategies
- Tax-Advantaged Investment Strategies
- Wealth Management
- Wealth Accumulation Strategies
- Estate Planning
- Retirement Planning
- Sales Process
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