College Loan Strategist
Yorba Linda, CA
Nick’s licenses include RMA and RFC. His unique College Funding Optimizer™ process helps parents evaluate the different financing methods to bridge the gap between the EFC and the actual cost of college. These include comparisons of Stafford and PLUS loans as well as less traditional methods.
Nick’s aim is to help parents pay for college without prejudicing their retirement and other financial goals or dramatically changing their lifestyles.
A graduate of Exeter University in England, Nick is both a Registered Financial Consultant and a Registered Mortgage Advisor. He has spent the last fifteen years helping his clients structure their debt and equity to meet their short and long term financial goals and objectives. He also works closely with his clients’ other financial professionals to ensure a consistent and cohesive plan is implemented.