Nick's Bio:

I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly nerd out over it. I decided to create Swell Financial because I believe a financial planning firm ultimately succeeds by putting clients first. I also firmly believe in the concept of ABUNDANCE.  This notion that money is simply a tool that we are called to steward in order to enrich our lives and the lives of those around us. Abundance calls us to disregard the mindset of greed and scarcity and instead believe in the concept of always having enough, being generous, and blessing others. It’s my mission to help people improve their finances and turn their dreams into reality.  

Outside of the office, you can find me surfing, tirelessly searching for the best local restaurant in town on Yelp, or maximizing a 3-day travel weekend with my wife, Kristin.  Full disclosure, if you see me on my phone, I’m more than likely scrolling through dog videos on Instagram as Kristin and I dream about one-day being dog parents in the not too distant future.

Nick's Social:

Twitter: https://twitter.com/swellfinancial

Instagram: https://www.instagram.com/swellfinancial/

Linkedin: https://www.linkedin.com/in/nick-covyeau-cfp/



Music in this episode was obtained from Bensound.