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Nickolas Prieto, CFA, CFP, CRPS - UBS Financial Services Inc.
Financial consultant
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Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Wealth Management
About
Nickolas Prieto is a financial advisor based in Palo Alto, California, providing comprehensive financial planning and investment management services. As a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Chartered Retirement Plans Specialist (CRPS), he offers expertise in retirement planning, investment strategies, and wealth management. Nickolas serves a diverse clientele, including individuals and families seeking to build and preserve their wealth. His approach focuses on tailoring financial solutions to meet the unique goals of each client.
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Location
305 Lytton Ave, Palo Alto, California
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Business Information
Address
305 Lytton Ave
Palo Alto, California 94301
Phone
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Website
Business Hours
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