Nicholas Casagrande

Founder & CEO

For over 17 years Nicholas has guided individuals, families & businesses -- creating comprehensive plans for clients' financial future and comfort.

Using a wide range of financial, tax and insurance services, Nicholas brings experience and discipline helping clients organize, preserve and grow their wealth.

Whether an artist, vintner, real estate agent, entrepreneur or stay-at-home parent; Nicholas works with your personal circumstances and priorities to make the most of your income for near-term wants/needs and long-term priorities.

Nicholas' favorite aspect of his work is when he sees financial fear & avoidance become engagement & calm. With Nicholas you will have a thoughtful, transparent and proactive partner helping you make informed decisions that support your near and long-term financial well-being.

Nicholas has achieved Cetera Financial Specialists elite designation for their top Financial Advisors who run their practices with integrity, provide their clients with trustworthy guidance and pursue excellence in all they do.

¦ Circle of Excellence & Leadership Council 2018, ‘19, ‘20, ‘22 & ‘23


Professional Designations & Licenses

  • FINRA Registrations: 
    • Series 7 - General Securities Representative
    • Series 63 - Uniform Securities Agent State Law Exam
    • Series 65 - Uniform Investment Advisor Law Exam
  • IRS Enrolled Agent
  • California Society of Enrolled Agents
  • National Association of Enrolled Agents - #105934
  • State of California Health and Life Insurance - #0H68496
  • California Department of Realtors - #01854336
  • California Notary Public
  • Dual Citizenship - Italy, European Union   


  • Raised in Marin, attended Dominican University
  • Speaks Italian, German
  • Has worked and lived abroad - Lucca, Italy; Berlin, Hong Kong
  • Enjoys Scuba when not in the office, is Paddy licensed
  • Avid amateur photographer capturing Northern California
  • Member - San Francisco Italian Athletic Club, The French Club, Marin Rod & Gun, Wingtip Club
  • Supporter - Willits Center for the Arts, Seabiscuit Foundation. Wonder Dog, Tiny Paws Pug, Mendocino College, Humane Society for Inland Mendocino
  • Papa to several orphaned pugs

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of by any client.

Phone 415.480.3669
Fax 415.480.3668
Mobile Phone 415.717.0822