Nick Kanzaki, CFP®

Nick’s interest in finance dates back to childhood, when he would set aside and track everything from money in birthday cards to weekly allowances. Venturing into his professional life, the world of investing and helping people manage their money felt like an immediate fit. Nick considers the challenge and joy of working with clients to navigate their unique financial situations over many years an incredible gift. He strives to remember that money isn’t always the driving factor in financial decisions and looks to provide clients with the necessary information to help them achieve their goals.

Nick came to LNW after studying business at California Polytechnic State University, San Luis Obispo, drawn to the unique challenges of working with individuals and families and the broad range of needs each new client represented. He began as an associate in 2016, supporting our team of advisors in implementing investment and financial planning solutions for clients. Nick was inspired to become a CERTIFIED FINANCIAL PLANNER™ professional, and successfully completed this designation in 2019. His financial acumen and passion for building relationships led him to advance in the firm to his current position, where he enjoys helping clients feel comfortable and secure with their financial futures.