Nicholas R. Ellis, CDFA®

As a Senior Partner and Financial Advisor at EAG Private Wealth Management, I bring more than ten years of experience in the financial services industry to every client relationship I build.

After graduating Cum Laude from California State University, Fullerton with a degree in communications, I committed myself to mastering my craft and earned the Series 7, 65, and 63 securities licenses. My background in communications has been invaluable in helping me connect with clients and turn complex financial concepts into clear, practical strategies.

What drives me most is building long-term relationships with clients who know they can count on me to make a meaningful difference in their lives—whether that means helping them prepare for retirement or ensuring their estate is passed on according to their wishes.

I strive to bring transparency, integrity, and educational value to every relationship because I believe informed clients make better financial decisions. The trust that develops over time is one of the most rewarding parts of my work and helping clients feel more confident about their future gives me a tremendous sense of purpose.

One of the aspects I enjoy most about being a financial advisor is learning about each client’s story and the experiences that shaped them. Every person has faced challenges, built successes, and set goals for the future. I take pride in understanding what matters most to them so I can build personalized strategies that reflect not only their finances, but also their values and dreams for the future.

A native of Irvine, CA, I now live in Las Vegas with my dog, Kira. Outside of work, I enjoy playing golf and continuing to improve my game after competing at CSUF. I am also a passionate fan of the Cleveland Browns and the Vegas Golden Knights, and I enjoy attending games whenever I can. When I am not on the golf course or cheering on my teams, I love exploring the city’s dining scene and trying new restaurants around Las Vegas.

Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro is an affiliate of or affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.