Your Bay Area Financial Advisor:
Nicholas Casagrande is a financial advisor for Bay Area founders, business owners, and affluent families and individuals. He is the Founder, CEO, and Lead Financial Advisor at NC Financial Group, with over 20 years of experience guiding individuals, families, and business owners.
Nick is a professional in helping Bay Area founders, business owners, and individuals use tax-efficient wealth management strategies to improve what they keep and retire tax-efficiently in San Francisco.
He brings a rare combination of:
- Financial planning expertise
- Tax specialization (IRS Enrolled Agent)
- Investment strategy
- Entrepreneurial perspective
Nicholas works with founders at every stage—from early growth to post-exit—helping transform financial complexity into clarity and confidence.
Nick’s Professional Designations & Licenses as a financial advisor
- FINRA Registrations:
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities Agent State Law Exam
- Series 65 - Uniform Investment Advisor Law Exam
- IRS Certified Acceptance Agent
- 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
Personal
- Raised in Marin, California, attended Dominican University
- Has worked and lived abroad - Lucca, Italy; Berlin, Hong Kong
- Enjoys Scuba when not in the office, is PADI licensed
- 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
