Nickolas Prieto

 

Member profile details

Membership level
Designated Member
 

Preferred Contact Information

First name
Nickolas
Last name
Prieto
Professional/Academic Designation(s) (for Badge)
CFA, CFP, CRPS
Company
UBS
Position/Title
Senior Vice President - Wealth Management
Phone
650.289.7013
 

Member Profile

Membership Categories
  • Certified Financial Analysts (CFA);Certified Investment Management Analyst (CIMA)
Years of Experience
9
Statement of Involvement in Estate Planning
We work with wealthy families and business owners. Much of that process involves estate planning and referring clients to estate planning attorneys.
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