Nick Covyeau (CFP®)

Nick Covyeau focuses in the
following client markets or areas of practice:

Baby Boomers

Charitable Giving

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Hello, I'm Nick Covyeau, a CERTIFIED FINANCIAL PLANNER ™ and founder of Swell Financial, located in Costa Mesa, California.

I spent the first decade of my career serving clients at both large wealth management firms, as well as small private wealth institutions. Over time, I realized their focus was more on how to make the firm more money, rather than an emphasis on clients achieving their goals. I knew there had to be a better way.

I ultimately decided to launch my own RIA in 2021. I did this so that clients could experience the real depth that actual financial planning (when done to its fullest) has to offer.

While the range of my experience in helping people with their finances is quite extensive, I found I do my best work when someone comes to me within 5 to 10 years before retirement. Using this small window before retirement, we can create a strategy that focuses on helping you pay less in taxes, make smarter, more informed investment decisions, and retire sooner.

I’m passionate about the work I do and the opportunity I get to hold space for families and make a meaningful and lasting impact in the lives of others.

After all, your life isn't static, so neither should your financial plan.

Additional Information

I live in Eastside Costa Mesa, CA with my wife, Kristin.

Outside of the office, I enjoy spending time outdoors surfing, hiking, sailing, and going on weekend getaways. When my wife and I are not at the beach, you can find us testing out a new recipe in the kitchen or exploring a local restaurant we found on Yelp.