Nico is a planner by nature. A native San Franciscan, he lives with his wife and two daughters in Mill Valley. Planning has always been a part of Nico’s personality: he enjoys preparing for life and adventures almost as much as he enjoys experiencing them. He has a passion for all forms of business and brings that to a successful client relationship. Nico holds a bachelor’s degree from Southern Methodist University and a masters of business administration degree from the University of Oregon. Most recently, he served as Vice President Wealth Planner at Fidelity Investments, where he developed plans for a wide variety of clients and households. Nico is a big believer in customizing plans f