First Command Financial Advisor - Nick Wallace

Business Information
Nicholas Wallace joined First Command Financial Services as a Financial Advisor in November 2017. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security.

A graduate of Arizona State University with a Bachelor's degree in Urban Design, Nicholas holds Series 7 and 66 securities licenses plus life and health insurance licenses in California, Arizona, and Texas.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Nicholas serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Nicholas will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

Active in his community, Nicholas is a member of San Diego Navy League, La Mesa Chamber of Commerce and San Diego Chamber of Commerce.

In his free time, Nicholas enjoys baseball, hiking, and spending time with friends.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.




Specialties:
Comprehensive financial planning, Investment strategies, Risk management, Debt management