Specialties
- Tax and Retirement Planning
- Transitioning into Retirement
- Social Security and CalSTRS/CalPERS Pension Optimization
Nick Covyeau, CFP®
Firm
Bio
Hi, I’m Nick, a proud Southern California native and founder of Swell Financial.
I spent the first decade of my career serving clients at both large wealth management firms, as well as small private wealth institutions. Over time, I realized their focus was more on how to make the firm more money, rather than an emphasis on clients achieving their goals. I knew there had to be a better way to serve and care for clients.
I ultimately decided to launch my own RIA in 2021. I did this so that clients could experience the real depth that actual financial planning (when done to its fullest) has to offer.
I’m passionate about the work I do and the opportunity I get to hold space for families and make a meaningful and lasting impact in the lives of others. In 2016, I received the CERTIFIED FINANCIAL PLANNER™ designation, and am a member of the following professional organizations:
I live in Eastside Costa Mesa, CA with my wife, Kristin. Outside of the office, I enjoy spending time outdoors surfing, hiking, sailing, and going on weekend getaways. When my wife and I are not at the beach, you can find us testing out a new recipe in the kitchen or exploring a local restaurant we found on Yelp.
