Background - Nick Casagrande

NC Financial Group is a full-service financial firm led by Nick Casagrande. 

For over 15 years Nick has guided individuals, families & businesses -- creating comprehensive plans for clients' financial security and peace of mind. 

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

Whether an artist, vintner, real estate agent, small business starter or Mom --- Nick works with your personal circumstances and priorities to make the most of your income for near-term wants/needs and long-term priorities.

Please do not hesitate to get in touch -- we are delighted to answer any questions.

Professional Licenses and Designations

  • FINRA Registrations: Series 7, Series 63, Series 65
  • State of California Health and Life Insurance
  • California Department of Realtors
  • National Association of Enrolled Agents
  • California Notary Public
  • Dual Citizenship - Italy, European Union   
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Experience

  • 2007 - Present: NC Financial Group
  • 2002 - 2007: JPMorgan Chase & Co

Education

  • Dominican University, San Rafael, CA - B.A. Mathematics, minor Chemistry