Nick Stecklein, CFP®

About Nick Stecklein, CFP®

Financial Advisor

Nick Stecklein joined North Capital in July of 2021 as a Financial Advisor, primarily working with individuals, families and business owners to help them achieve their financial goals. He helps with the management of the advisory services. He received a BA in Finance with a minor in Business Management from Utah Valley University. Upon graduation in 2018 he continued his education and is an active CFP® charter holder. He is passionate about helping individuals and families navigate their financial future through expertise in investment, tax, estate, and insurance planning. He holds a series 65, 63, and 7 certification.