Nicholas Wright (CFA, CFP®)

Planning Specialties

  • Maximizing company compensation benefits options, including stock options, Mega Backdoor Roth 401(k), deferred compensation, and tax minimization strategies
  • Comprehensive financial planning and customized investment solutions
  • Social Security optimization and distribution planning
  • ESG and Socially Responsible Investment options

Additional Information

Focused on you and your needs. I thoroughly enjoy learning about what matters most to you and providing the best possible advice towards achieving your goals. I am a Chartered Financial Analyst® (CFA) Charterholder and CERTIFIED FINANCIAL PLANNER™ professional, with 6 years of experience helping professionals in the technology industry navigate their complex compensation benefits.

A little about Nick:

  • I live in Issaquah, WA with my fiancé and chocolate lab, Jordy
  • I enjoy traveling – my favorite vacation is a recent trip to Greece
  • I love to get out and enjoy the Pacific Northwest – some of my favorite outdoor activities include hiking, golfing, and fly-fishing
  • During football season, you will find me cheering for the Green Bay Packers every Sunday
  • Schedule a 15-minute call with Nick

Education

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

NAPFA Start Date

April 23, 2021

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This Office

10655 NE 4th St Ste 508 Bellevue, WA 98004-5039 Phone: (425) 467-1011