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Nick Licouris, CFP®

Investment Advisor Representative

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BIO

Nick Licouris has been a Financial Advisor at Gerber Kawasaki for over a decade. Having started when he was only twenty-four, Nick's journey into the world of finance was founded by his insatiable desire to help others. Growing up in Fresno, Nick witnessed a lot of people struggling economically, which forged his aspiration to lead people to achieve financial freedom. Therefore he ventured to California's central coast, to pursue his academic journey at California Polytechnic University, graduating with distinction in Business Administration and a specialization in Finance. 

While analyzing the market is a crucial part of his job, Nick enjoys the financial planning side of his role more than anything else. To him, creating a customized set of goals and working with clients to achieve them is indisputably the most important part of being a Financial Advisor. Empowering clients to hit monetary benchmarks such as buying a home or paying off college debt, is Nick’s measurement of success. Still, working with clients is an ongoing process that requires detailed consideration that extends decades ahead. Nick works with families, business owners, and entrepreneurs, to create a pathway toward success. 

Dedicated to demystifying the complexities of finance, Nick is committed to empowering his clients through ongoing education and open communication. He takes immense pride in alleviating the financial burdens that often accompany daily life, ensuring his clients feel confident and in control of their financial future. As a Certified Financial Planner (CFP), Nick's expertise lies in building, managing, and safeguarding assets for every stage of life's journey. Whether you're embarking on a new career, starting a family, or planning for retirement, Nick ensures you’re well-prepared to take on that next chapter of life. 

Beyond his professional endeavors, Nick remains deeply rooted in the Los Angeles community, actively engaged in various local philanthropic initiatives. When he's not immersed in financial strategies, you'll find Nick cherishing moments with friends and family, and enjoying the vibrant culture of the west coast. He loves traveling outdoors and embracing the beautiful nature throughout southern California. 

CA Insurance Lic:#0I89406

Designation Disclaimers

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Candidates for the CERTIFIED FINANCIAL PLANNER™ certification must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Designation training requirements for the CERTIFIED FINANCIAL PLANNER™ certification include completion of a CFP-board registered program, or hold one of the following: Certified Public Accountant (CPA); Chartered Financial Consultant (ChFC); Chartered Life Underwriter (CLU); Chartered Financial Analyst (CFA); Ph.D. in financial planning, finance, business administration or economics; Doctor of Business Administration; or attorney's license. Following completion of the course requirements, applicants must complete a proctored final certification exam and continuing education of 30 hours every two years.

https://www.finra.org/investors/professional-designations/cfp

MEDIA

January 16, 2024

Nick Licouris - A New Year Means New Financial Goals | Gerber Kawasaki

A new year means new financial goals. Here are some tips from GK Financial Advisor Nick Licouris on how to achieve them!

January 5, 2024

Nick Licouris - What TO DO Before Saying "I Do" | Gerber Kawasaki

Marriage is one of the biggest financial commitments you can make. That’s why it’s extremely important to communicate your financial plan with your new partner. Here’s what you need to do before saying, “I do.”

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