Nick M. Ellis

For more than 35 years, Nick M. Ellis has advised and guided individuals, families, and businesses with the accumulation and preservation of wealth. Nick was born is Surrey, England and grew up in Southern California. He began his career in commercial banking, which served as the foundation for his financial services career. Nick contributes his strong work ethic, goal setting, and delivering a positive customer experience to his early experiences in banking. Nick enjoys helping his clients develop sound financial plans utilizing investment and tax strategies that mitigate tax burdens while retaining and growing wealth.

Nick is a graduate of Indiana University and is a Registered Financial Consultant and an Enrolled Agent.

Nick and his wife have been married for over 30 years, and currently reside in Irvine, California. They have one son, Nicholas, who works as a wealth advisor at Ellis Advisory Group. Nick enjoys attending concerts, traveling with his family, reading, and playing golf.