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Nicolo Gori

Client Service Associate
Education and Credentials

Nicolo grew up in the California Bay Area before attending the University of Oregon, where he earned his B.S. in Finance.

After graduating, Nicolo began his professional career as a Client Services Associate at an insurance brokerage, gaining experience in client relations and financial services. He later transitioned to SteelPeak Wealth.

Outside of work, Nicolo enjoys running, traveling, and spending time in nature.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Nicolo
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Lesny Espinoza
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Founding Partner, CFO
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Operations Manager
Zack Farooquee, AAMS®, AIF®
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Ceasar Garvida, CFP®, CIMA®
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Rina Pineda, CPA, MST
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Teddy Weber, CPA
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Allison Garcia
Tax Administrator
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Myles Bozinovski
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Morten Roness, MBA
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Ethan Ashbrook, CFP®
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