Nicholas Goodwin, CFP®
Nicholas has over a decade of experience helping clients to create comprehensive financial plans that focus on what’s uniquely important to each and every client. Prior to joining Summit Wealth Nicholas was a Financial Consultant at Fidelity Investments working with clients in the areas of retirement and income planning, investment strategy and overall family wealth management. Nicholas joined the Summit Wealth team for the opportunity to bring his expertise to a more personal and client-centric firm. He believes that developing long and lasting personal relationships is the keystone to successful financial planning.
Nicholas received his MBA in Financial Planning from California Lutheran University. He is an LPL Registered Representative and holds FINRA Series 7, 9 and 10 securities registrations through LPL Financial and the 66 registration through LPL and Summit Wealth Management Group, Inc. He also holds his California Life, Health, and Annuity insurance license (CA Insurance Lic. #0F18530).
Nicholas lives in Oak Park with his wife Melissa and their two children. When he’s not busy with dance recitals, soccer and other activities for the kids, Nicholas enjoys spending time with the family at the beach or going camping and hiking.