Nick Ozer, Cfp®

Nick Ozer, Cfp® Email and Phone Number

General Partner @ Regatta Ventures
El Segundo, CA, US
Nick Ozer, Cfp®'s Location
El Segundo, California, United States, United States
Nick Ozer, Cfp®'s Contact Details
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.

Nick Ozer, Cfp®'s Current Company Details
Regatta Ventures

Regatta Ventures

View
General Partner
El Segundo, CA, US
Website:
regattavc.com
Employees:
4
Nick Ozer, Cfp® Work Experience Details
  • Regatta Ventures
    General Partner
    Regatta Ventures
    El Segundo, Ca, Us
  • Regatta Capital Group
    Managing Partner & Financial Advisor
    Regatta Capital Group May 2015 - Present
    El Segundo, Ca
    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.
  • Regatta Ventures
    General Partner
    Regatta Ventures Jan 2022 - Present
    El Segundo, California, United States
    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.
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Oct 2013 - May 2015
    El Segundo, Ca
    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.
  • Ameriprise Financial Services, Inc.
    Paraplanner
    Ameriprise Financial Services, Inc. Mar 2012 - Oct 2013
    Hermosa Beach
    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.
  • Raytheon
    Financial Intern
    Raytheon May 2011 - Aug 2011

Nick Ozer, Cfp® Skills

Finance Insurance Financial Services Investments Financial Modeling Financial Analysis Naviplan Software Thompson One Investment Planning Life Insurance Long Term Care Insurance Disability Insurance Portfolio Management Estate Planning Saving For Education Cash Flow Analysis Retirement Planning

Nick Ozer, Cfp® Education Details

Frequently Asked Questions about Nick Ozer, Cfp®

What company does Nick Ozer, Cfp® work for?

Nick Ozer, Cfp® works for Regatta Ventures

What is Nick Ozer, Cfp®'s role at the current company?

Nick Ozer, Cfp®'s current role is General Partner.

What is Nick Ozer, Cfp®'s email address?

Nick Ozer, Cfp®'s email address is ni****@****est.com

What is Nick Ozer, Cfp®'s direct phone number?

Nick Ozer, Cfp®'s direct phone number is +131048*****

What schools did Nick Ozer, Cfp® attend?

Nick Ozer, Cfp® attended California Lutheran University, Loyola Marymount University.

What skills is Nick Ozer, Cfp® known for?

Nick Ozer, Cfp® has skills like Finance, Insurance, Financial Services, Investments, Financial Modeling, Financial Analysis, Naviplan Software, Thompson One, Investment Planning, Life Insurance, Long Term Care Insurance, Disability Insurance.

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.