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Nick Stecklein, CFP®

Helping you set goals, find solutions and make the most of your time and wealth.

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North Capital Nick Stecklein, CFP® Midvale, Utah

Helping you set goals, find solutions and make the most of your time and wealth.

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Taxes

Professional Designations

  • Certified Financial Planner (CFP)

Affiliations

  • CFP Board

Location

623 E Fort Union Blvd, Ste. 101, Midvale UT 84047

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

The first meeting is generally a four step process: 1. Introduction 2. Information Gathering 3. Questions 4. Next Steps

Offers Investment Management

Yes

Offers Tax Preparation

Yes

Education

BA Finance - Utah Valley University

Volunteer Experience

Volunteer Service Representative: 2014 - 2016 (San Diego California)

Languages

  • English
  • Spanish

Hobbies and Interests

  • Camping
  • Cooking
  • Eating Out
  • Exercising
  • Reading
  • Running
  • Skiing
  • Soccer

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Caregivers
  • College Graduates
  • Couples
  • Divorce
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Immigrants
  • Intergenerational Families
  • Investors
  • LGBTQ
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Remote Workers
  • Special Needs

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