Nicholas Wright

Nicholas Wright, CFA

Lead Advisor
Direct: (425) 531-7330
Office: (425) 467-1011 Ext. 210
Email: nick@avieradvisors.com

Focused on listening to clients and learning what matters most

 

My Role

I am a Lead Advisor at Avier Wealth Advisors and a member of the Investment Committee. As a Lead Advisor, my day-to-day primarily involves assisting clients navigate their financial lives. I thoroughly enjoy learning what is most important to our clients so that I can provide the best possible advice to help them achieve their unique goals. As a member of the Investment Committee, I perform manager due-diligence and investment research to ensure our clients have access to the best solutions.

I am a CFA Charterholder and recently passed the CFP test in November 2020. I may be able to use the designation once the CFP Board confirms my test results and work experience.

My Story

Although I was born in the Bay Area, Issaquah has been my home for as long as I can remember. After attending college at San Diego State University, I returned to Issaquah where I currently live with my high-school sweetheart, and our chocolate lab named Jordy. When I am not in the office, you can find me on the golf course or fly-fishing east of the mountains. As a family, we enjoy hiking on the weekends and visiting local craft breweries. We love to travel and get outside as often as possible, except for when the Green Bay Packers are playing!

Education

Bachelor of Science in Business Administration – Finance, Cum Laude, with distinction, San Diego State University

Designations

Chartered Financial Analyst® (CFA) Charterholder

Licenses

Series 65

LinkedIn

https://www.linkedin.com/in/nicholas-leo-wright/

Interested in Learning More? We'd Enjoy Meeting You.