Nicholas Chavez

Nicholas Chavez Email and Phone Number

Financial Adviser @ Confluent Asset Management
Phoenix, AZ, US
Nicholas Chavez's Location
Greater Phoenix Area, United States
About Nicholas Chavez

My goal is to help people meet their financial objectives. Whether that be planning for retirement, preparing for a child's education expenses, or giving one time investment advice, my duty is to help my client to the best of my ability.

Nicholas Chavez's Current Company Details
Confluent Asset Management

Confluent Asset Management

View
Financial Adviser
Phoenix, AZ, US
Website:
confluentam.com
Employees:
4
Nicholas Chavez Work Experience Details
  • Confluent Asset Management
    Financial Adviser
    Confluent Asset Management
    Phoenix, Az, Us
    View
  • Edelman Financial Engines
    Investment Advisor
    Edelman Financial Engines Oct 2018 - Mar 2024
    Phoenix, Arizona, United States
    I worked with clients to create and manage holistic financial plans to meet their investment goals. I've helped people from something as big as getting ready to retire in a year to something as small as figuring out if it's a good idea to pay off their mortgage early.
    View

Nicholas Chavez Skills

Public Policy Communications Marketing Interpersonal Communication Grassroots Organizing Event Management Customer Service Grassroots Campaigning Grassroots Activism Legislative Analysis Sales

Nicholas Chavez Education Details

Frequently Asked Questions about Nicholas Chavez

What company does Nicholas Chavez work for?

Nicholas Chavez works for Confluent Asset Management

What is Nicholas Chavez's role at the current company?

Nicholas Chavez's current role is Financial Adviser.

What schools did Nicholas Chavez attend?

Nicholas Chavez attended California State University, Long Beach.

What skills is Nicholas Chavez known for?

Nicholas Chavez has skills like Public Policy, Communications, Marketing, Interpersonal Communication, Grassroots Organizing, Event Management, Customer Service, Grassroots Campaigning, Grassroots Activism, Legislative Analysis, Sales.

Not the Nicholas Chavez you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.