AeroLeads people directory · profile
Nick Ozer, Cfp® Email & Phone Number
General Partner
at
Regatta Ventures
3 work emails found
@regattainvest.com
3 phones found area 310
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
General Partner
Location
El Segundo, California, United States
Company size
Who is Nick Ozer, Cfp®? Overview
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Quick answer
Nick Ozer, Cfp® is listed as General Partner at Regatta Ventures, a company with 4 employees, based in El Segundo, California, United States. AeroLeads shows a work email signal at regattainvest.com, phone signal with area code 310, and a matched LinkedIn profile for Nick Ozer, Cfp®.
Nick Ozer, Cfp® previously worked as Managing Partner & Financial Advisor at Regatta Capital Group and Financial Advisor at Wells Fargo Advisors. Nick Ozer, Cfp® holds Mba, Financial Planning And Services, Graduate from California Lutheran University.
Company email context
Email format at Regatta Ventures
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{first}@regattainvest.com
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AeroLeads found 3 current-domain work email signals for Nick Ozer, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Nick Ozer, Cfp®
Regatta Capital Group is a fast growing, fee-based advisory firm in El Segundo, CA that offers mutual fund, ETF, individual stock, private real estate, private equity and venture capital investments. Nick works with many families, business owners and entrepreneurs to help create a financial plan and navigate a wide variety of investment options. He also leads Regatta's efforts managing company 401k and pension plans. Nick’s education includes a B.B.A in Finance and Business Law from the Hilton School of Business at Loyola Marymount University, an M.B.A from California Lutheran University, and completion of the CFP® program.
Listed skills include Finance, Insurance, Financial Services, Investments, and 13 others.
Current workplace
Nick Ozer, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Regatta Ventures
6 roles
Nick Ozer, Cfp® work experience
A career timeline built from the work history available for this profile.
Managing Partner & Financial Advisor
CurrentRegatta Capital Group is a fast growing, fee-based advisory firm in El Segundo, CA that offers mutual fund, ETF, individual stock, private real estate, private equity and venture capital investments. Nick works with many families, business owners and entrepreneurs to help create a financial plan and navigate a wide variety of investment options. He also.
May 2015 - Present
General Partner
Current
Regatta Ventures
Regatta Ventures has raised and is deploying capital for Fund I. The fund allocates amongst last stage pre-IPO companies as well as early-stage Seed to Series A companies to create a barbell portfolio allocation for the fund's investors.
Jan 2022 - Present
Financial Advisor
My practice is to help individuals, families and businesses make the best decisions with their money. By devising a well thought out and goal oriented approach, I am able to work with clients in order to help them achieve their both short term and long term objectives.
Oct 2013 - May 2015
Paraplanner
I was a member of the team at Ryan and Associates located in Hermosa Beach, CA as a fully licensed financial advisor having passed my Series 7, Series 66, and my California Life/Health and Disability examinations.
Mar 2012 - Oct 2013
Financial Intern
May 2011 - Aug 2011
2 education records
Nick Ozer, Cfp® education
Mba, Financial Planning And Services, Graduate
Bachelor Of Business Administration (B.B.A.), Finance, General And Business Law
FAQ
Frequently asked questions about Nick Ozer, Cfp®
Quick answers generated from the profile data available on this page.
What company does Nick Ozer, Cfp® work for?
Nick Ozer, Cfp® works for Regatta Ventures.
What is Nick Ozer, Cfp®'s role at Regatta Ventures?
Nick Ozer, Cfp® is listed as General Partner at Regatta Ventures.
What is Nick Ozer, Cfp®'s email address?
AeroLeads has found 3 work email signals at @regattainvest.com for Nick Ozer, Cfp® at Regatta Ventures.
What is Nick Ozer, Cfp®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 310 for Nick Ozer, Cfp® at Regatta Ventures.
Where is Nick Ozer, Cfp® based?
Nick Ozer, Cfp® is based in El Segundo, California, United States while working with Regatta Ventures.
What companies has Nick Ozer, Cfp® worked for?
Nick Ozer, Cfp® has worked for Regatta Ventures, Regatta Capital Group, Wells Fargo Advisors, Ameriprise Financial Services, Inc., and Raytheon.
How can I contact Nick Ozer, Cfp®?
You can use AeroLeads to view verified contact signals for Nick Ozer, Cfp® at Regatta Ventures, including work email, phone, and LinkedIn data when available.
What schools did Nick Ozer, Cfp® attend?
Nick Ozer, Cfp® holds Mba, Financial Planning And Services, Graduate from California Lutheran University.
What skills is Nick Ozer, Cfp® known for?
Nick Ozer, Cfp® is listed with skills including Finance, Insurance, Financial Services, Investments, Financial Modeling, Financial Analysis, Naviplan Software, and Thompson One.
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