Nick Gearhart, CFP^®

How do I help clients live a richer life?
As an advisor on our Personal CFO team, I am fortunate to work alongside a deep team of industry experts and specialists who help our clients with aligning their wealth, passions, and purpose to live a richer life. I enjoy building strong relationships with clients to better understand what is important to them then working with our team to take our advice beyond their balance sheet. I have found it rewarding and a privilege to be a client’s permission granter and accountability partner as our team looks beyond finances to help individuals and families pursue a fulfilling life.

How do I align my time and money with my values and passions to Live a Richer Life?
I enjoy staying active, so typically, outside of work, you can find me on a golf course or hiking one of the many mountains in the Phoenix area. I also enjoy volunteering time in the community, which typically looks like coaching hockey and financial literacy efforts through pro bono financial planning opportunities.