Nick Cavallo started with FMN in 2017 as a Financial Planning Trainee. He has since become a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network. He holds Series 7 (general securities representative exam), Series 66 (Uniform Investment Adviser - Combined State Law Exam), life, health, and disability licenses. He graduated from California State University- Fullerton with a Bachelor’s degree in Business Administration with an emphasis in Finance.

Nick’s primary objective is to help clients meet their near-term, intermediate, and long-term financial goals by offering trusted advice. He specializes in creating comprehensive financial plans to gain a deep understanding of each client’s unique financial situation. The Financial Planning process he offers covers a broad range of services which includes helping clients with cash management, tax reduction strategies, wealth accumulation, retirement planning, and their insurance needs. Nick works with a team of Certified Financial Planners™, tax specialists, and, portfolio managers in an effort to provide clients with the best service possible.

Nick was born and raised in Southern California. He and his future wife Claire enjoy travelling and spending time with Family and Friends.