Nick Perrella

Nick Perrella, CFP®, has a diverse background in financial planning and advisory roles. With experience at Vanguard, Facet Wealth, and currently at LearnLux, Nick specializes in providing comprehensive financial planning services to clients, focusing on areas such as equity compensation, portfolio management, tax planning, estate planning, debt reduction, and education funding. With a Bachelor of Science in Finance from San Diego State University, Nick has a proven track record of delivering expert advice to a range of clients, from mass affluent to ultra-high net worth individuals.