Nick Ozer, MBA, CFP®

Managing Partner, Financial Advisor & Director of Retirement Plans

Nick Ozer is one of the Managing Partners, a Financial Advisor, the Director of Retirement Plans at Regatta Capital Group and also plays a key role in sourcing opportunities for the Regatta Ventures Fund I. His clients include individuals, families and many businesses. He is a problem solver at heart and works through nuanced financial plans on a daily basis.

Nick was born and raised in Manhattan Beach and currently lives in Hermosa Beach with his wife Sarah. He graduated with a B.B.A. in Finance and Business Law from the Hilton School of Business at Loyola Marymount University and continued on to earn his M.B.A. from California Lutheran University while becoming a Certified Financial Planner, CFP®.

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