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Nick Covyeau, CFP® | Financial Advisor

Profile img for Nick Covyeau, financial advisor at Swell Financial
Costa Mesa, CA
Nick Covyeau, CFP®
Financial Advisor
Swell Financial

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Important Disclosures

Allow Me to Introduce Myself
Hi, I'm Nick Covyeau, Owner of Swell Financial, a fee-only planning firm serving clients locally in South Orange County and virtually across the entire country. I’m passionate about helping those who find themselves within 5 to 10 years before retirement answer questions like: 1. When can I afford to retire? 2. Do I have enough money to retire? 3. How much can I afford to spend in retirement? 4. How do I pay less in taxes in retirement? Using this small window before retirement, we can create a strategy of that focuses on helping you pay less in taxes, make smarter, more informed investment decisions, and retire sooner I strive to guide my clients to live into what's most important to them and build confidence around how they think and feel about money. Planning for retirement can be confusing, but it doesn't have to be.
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Specialties and Expertise

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Succession Planning
High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies

Clientele

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Retirees
Single Mothers
Divorcees
Business Owners

Credentials and Designations

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Certified Financial Planner™

Education

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Biola UniversityBachelors in Business ManagementYear Obtained: 2012
Quick Facts About Nick
Years of Experience:12 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Financial Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Costa Mesa, CA
Nick Covyeau, CFP®
Financial Advisor
Swell Financial
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