Jonathan Nicolas, Financial Advisor (SEIA)
Now more than ever, working with a knowledgeable, intention-minded financial advisor who aligns with your values, understands your needs, and acts in your best interests is crucial to building a solid plan. Enter Jonathan Nicolas of Signature Estate & Investment Advisors. “I have the best job in the world—mentoring my family of clients to achieve financial freedom,” says the leading San Francisco–based advisor. In his role at the multibillion-dollar company—one of the top 100 advisory firms in the nation—Nicolas draws on more than 20 years of wealth management experience, offering his clients tailored, intergenerational guidance at every stage in their financial journey.
"My three-step process of discovery, education, and implementation charts a course for financial success, enabling my clients to focus on what really matters."