Nicholas Garcia, CFP®, currently serves as an Investment Committee Member and Principal Wealth Advisor at Compound since October 2020. Prior to this role, Nicholas worked at First Republic Private Wealth Management from January 2017 to October 2020, where positions included Associate Director, Client Relationship Analyst and Senior Financial Planning Associate. At Morling Financial Advisors, from September 2014 to December 2016, Nicholas held roles as an Investment Committee Member and Financial Advisor. Earlier experience includes positions at MassMutual Financial Group as a Financial Advisor, AXA Advisors as a Financial Advisor, and RMH Investment Management, LLC as a Financial Analyst. Nicholas holds a Bachelor of Science in Business Administration with a focus in Finance from the University of Arizona - Eller College of Management.
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