Nick Stanley Location
- Newport Beach, CA, US
Nick Stanley Work
- 2025 -now Director, Family Office @
- 2023 -2025 Adjunct Instructor - Estate Planning @
- 2020 -2025 VP, Investment Consultant — Financial Planning @
- 2019 -2020 Financial Planning Specialist @
- 2018 -2019 Financial Planner and Founder @ Protege Wealth Planning
- 2015 -2018 Wealth Planning Associate @
- 2014 -2015 Registered Client Service Associate @
- 2011 -2012 Financial Advisor Intern @
- 2007 -2009 Library Assistant III @
Nick Stanley Education
- Kansas State University
Master of Science - MS (Personal Financial Planning)
2019-2020 - Columbia University School of Professional Studies
Financial Planning Teaching Seminar (Teacher Education and Professional Development, Specific Subject Areas)
2020-2020 - Yale School of Management
(Investment Management Theory & Practice)
2016-2017 - University of California, Davis
Nick Stanley Summary
- Nick Stanley, based in Newport Beach, CA, US, is currently a Director, Family Office at The Bahnsen Group. Nick Stanley brings experience from previous roles at New York University, Morgan Stanley, Merrill Lynch and Protege Wealth Planning. Nick Stanley holds a 2019 - 2020 Master of Science - MS in Personal Financial Planning @ Kansas State University. Nick Stanley has 3 emails and 1 mobile phone numbers on RocketReach.
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Top The Bahnsen Group Employees
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Newport Beach, CA, US
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