Nick Peterson

Client Relationship Director, Vice President

Nick has been an integral part of the Young & Associate’s team since 2018, and has been in the industry since 2012. He values the team’s philosophy of taking a comprehensive planning approach that is custom tailored to the specific needs of our high-net worth clients ranging from advanced estate planning, tax planning, legacy planning, and protecting family wealth. Nick is the primary point of contact for help with retirement plans, 401(k) plans, alternative investments, annuities and insurance, and helps support the teams’ financial planners. He is currently studying for his CFP to obtain the industry standard professional designation to assist with planning.

Nick earned his Bachelor’s degree in Finance from SJSU in 2012 and has been in the Wealth Management industry since. He holds his Series 7, 63, and 65 FINRA securities licenses; California Life, Health, and Long-Term Care insurance licenses; and variable contracts insurance license.

While not working with clients and the team – Nick enjoys discovering new restaurants to share with friends and family, driving on scenic mountain roads in his project car, staying active with outdoor activities ranging from snowboarding to target shooting, and spending time with his Doberman, Rambo.