Nicholas Hunt, Cfp® Email & Phone Number

Menlo Park, California, United States

San Francisco Bay Area

My approachI care about what’s important to you. Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.Areas of focus: •Retirement Planning Strategies•Investments•Tax Planning Strategies•Executive Compensation and Benefit Strategies•Family Finances•Estate Planning StrategiesNicholas J. Hunt, CFP®Financial AdvisorPollard, Cooper, Kabitsis & HuntA private wealth advisory practice of Ameriprise Financial Services, Inc.An Ameriprise Private Wealth Advisory Practice ................................. Ameriprise Financial Services, Inc. 1 Almaden Blvd., Suite 810 San Jose, CA 95113 O: 408.918.5303 | F: 408.998.2102 | M: 415.726.8333 Contact information for other members on my team is available on my websiteVisit my team websiteCA Insurance License #0I04170

San Francisco, Concord, Pleasanton, Novato, Petaluma, Ukiah & Eureka Ca

Hired and developed large, diverse functional groups consisting of multiple teams of estimators and liability adjusters spread throughout Northern California. Educated Team Leaders about benefits packages, Department of Labor compliance and retirement plan benefits for employees. Completed successful campaigns to increase participation rates and deferral percentages for team members resulting in increase retirement preparedness of our employees resulting in lower turnover and exceptional work environment scores from employees. Planned, designed, piloted and implemented new processes then completed audits to verify success metrics were met. This included increasing handling efficiencies to allow for the YOY reduction of over $1M in claims reserves in multiple locations. This capital was redeployed to our marketing teams to grow the business in strategic regional markets. P&L responsibilities, multi-million dollar payroll management, staffing, fleet budgeting, analysis and planning were also completed to ensure we were one of the top three performing organizations in the country among over 300 peer groups. Oversaw our leadership group responsible for managing the injury resolution process including BI/UMBI settlements in both litigated and nonlitigated environments. Completed the Department of Insurance investigations and responses when needed for our entire California operations group.

Chippewa Falls, Wi

While working as a Financial Paraplanner at American Express Financial Advisors I helped transform clients retirement, educational and investment goals into reality by creating a financial plan with detailed budgeting, savings strategies, cash flow analysis, investment planning and tax considerations. Working with a mentor with 33 years in the financial planning industry allowed me to learn portfolio strategies that perform well during periods of economic expansion as well as recessions. Extensive screening of stocks, open-ended mutual funds, closed-ended mutual funds, Master Limited Partnerships, municpal bonds, US government bonds, commodities (gold/silver/crude/corn), 529 college savings plans, SEP IRAs, SIMPLE IRAs, 401k, options and many other provided the tools to build a customized, sustainable and scalable portfolio for each client in a $30,000,000 portfolio.I worked with estate attorneys and CPAs to make sure multi-generational asset transfers could be completed without incurring unforseen tax issues. This allowed incredible amounts of wealth to pass to future generations for education, homes and additional financial security.

Bachelor Of Science (Bs), Finance And Financial Management Services

Bachelor Of Science (Bs), Accounting

Education record