Nick Ozer, Cfp® work email
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Nick Ozer, Cfp® personal email
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Nick Ozer, Cfp® phone numbers
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.
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General PartnerRegatta VenturesEl Segundo, Ca, Us -
Managing Partner & Financial AdvisorRegatta Capital Group May 2015 - PresentEl Segundo, CaRegatta 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. -
General PartnerRegatta Ventures Jan 2022 - PresentEl Segundo, California, United StatesRegatta 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.
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Financial AdvisorWells Fargo Advisors Oct 2013 - May 2015El Segundo, CaMy 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. -
ParaplannerAmeriprise Financial Services, Inc. Mar 2012 - Oct 2013Hermosa BeachI 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. -
Financial InternRaytheon May 2011 - Aug 2011
Nick Ozer, Cfp® Skills
Nick Ozer, Cfp® Education Details
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Graduate -
Finance, General And Business Law
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.
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