Nick Covyeau, CFP®

Costa Mesa, CA

Verified Identity

Swell Financial

Years of Experience

12 years

Member Since

2022

Allow Me to Introduce Myself

Hi, I'm Nick Covyeau, Owner of Swell Financial, a fee-only planning firm serving clients locally in South Orange County and virtually across the entire country. I’m passionate about helping those who find themselves within 5 to 10 years before retirement answer questions like: 1. When can I aff...

Clientele

Retirees

Single Mothers

Divorcees

Business Owners

Services Provided

Investment Management

Tax Planning

Estate Planning Strategies

Financial Planning

Specialties and Expertise

Succession Planning

High Net Worth Planning

Tax Minimization Inv...

Retirement Income

Business Ownership Strategies

Credentials and Designations

CFP®

Certified Financial Planner™

Click to learn more

Pricing Models

AUM

Education

Biola University

Bachelors in Business Management

Obtained in 2012

Disclosures and Proof of License

SEC Profile

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