Nikolai PapaManaging PartnerCA Insurance License: #0G91790

Nikolai Papa
Managing Partner

CA Insurance License: #0G91790

Wealth Advisor Investment Advisor Representative

Nikolai earned his Bachelor’s Degree at UC Davis and his Master’s Degree at the University of Illinois. Nikolai began his career in the securities and financial services industry in 2010. He earned numerous distinctions and awards in his first few years as an advisor for his service to his clients. He is currently pursuing his Certified Financial Planner designation.

Nikolai is focused on educating his clients and those around him on all financial matters, big and small.  He has also instructed many retirement and financial planning courses at Fortune 500 companies and small businesses throughout Northern California. He currently lives in Berkeley with his wife and two sons.