Nick Ozer, MBA, CFP®

Managing Partner, Financial Advisor & Director of Retirement Plans

Nick is a financial advisor focused on constructing and presenting detailed financial strategies for individuals and families. Nick’s focus with these individuals and families is to understand their short- and long-term objectives, and then create an investment plan to best achieve them.

He also leads the 401k business of Regatta Capital Group. As a 401k specialist, Nick helps companies implement the most appropriate retirement plan for their business. Utilizing Regatta’s independent structure, he helps clients find the right provider and design their plan to achieve their desired outcome. Nick and Regatta work with a vast array of 401k plans ranging from start-up plans to plans with several hundred employees.

After attending Mira Costa High School in Manhattan Beach, Nick graduated with a B.B.A. in Finance and Business Law from the Hilton School of Business at Loyola Marymount University. He continued on to earn his M.B.A. from California Lutheran University and is a Certified Financial Planner (CFP®). Before joining forces with Regatta Capital Group in May of 2015, Nick began his financial career having worked at Ameriprise Financial as well as Wells Fargo Advisors writing intricate financial plans for individuals, families and businesses.

Nick enjoys athletics in his free time, having competed in the LA Marathon, the Nautica Malibu Triathlon as well as participating in competitive tennis and basketball leagues.