Areas of Focus:
Investment Management
Retirement Strategies
Wealth Management Strategies
Nitai grew up in Los Angeles, where he developed a strong foundation in investing from an early age. His father, then a stockbroker and now a CPA, taught him valuable investment strategies, while his mother, a banker, provided personal financial insights that shaped his understanding of money management. This unique blend of guidance from both parents sparked Nitai’s passion for helping others achieve financial success. Today, he combines his deep knowledge and personal experience to offer thoughtful, client-focused financial advice.
He earned his Bachelor’s degree in Economics from San Diego State University and went on to attend Long Beach State University for his MBA. Nitai also holds a CPA license, combining strong academic credentials with practical experience. Before transitioning into financial services, Nitai worked as an accountant specializing in public company audits, giving him a deep understanding of financial reporting and corporate finance. Outside of work, he enjoys playing tennis, which keeps him focused and energized.
Ultimately, Nitai’s passion lies in working directly with individual clients—building strong relationships and continually expanding his expertise. By running an independent practice, he provides objective advice tailored to each client’s needs, while dedicating time to educational workshops and delivering a high level of personalized service.
Licenses, Registrations and Designations Held:
FINRA Series 65 – Uniform Investment Advisor Law Exam
The 65 is designed to qualify candidates as both securities agents and investment adviser representatives (IAR). IARs can provide advice on or analysis for securities either by making direct or indirect recommendations to clients or by providing research or opinions on securities or securities markets.
Certified Public Accountant – CPA
A CPA brings deep expertise in accounting, tax planning, and financial analysis—skills that are essential in developing comprehensive investment strategies. Their thorough understanding of tax laws and financial reporting helps ensure that your wealth management plan is both efficient and aligned with your long-term goals.