Nicholas Barrett had six years of financial industry experience when he joined EP Wealth Advisors in 2022. His previous responsibilities included loan servicing in the credit union industry. Focused on efficiency, and with strong communication skills, Nicholas enjoys assisting clients and helping them reach their goals to provide a better future for their families. He prides himself on his ability to assist his coworkers and serve as an asset to the organization. In his spare time, Nicholas has completed the CERTIFIED FINANCIAL PLANNER™ coursework, and is working toward passing the CFP® exam. When he’s not supporting clients and studying, he enjoys spending time with family, traveling and keeping active.
Marymount California University, B.A., Management and Entrepreneurship