About Nick Covyeau, CFP®
I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly geek out over it. I decided to create Swell Financial because I believe a financial planning firm ultimately succeeds by putting clients first. I also firmly believe in the concept of ABUNDANCE. This notion that money is simply a tool that we are called to steward to enrich our lives and the lives of those around us. Abundance calls us to disregard the mindset of greed and scarcity and instead believe in the concept of always having enough, being generous and a blessing others. It’s my mission to help people improve their finances and turn their dreams into reality.
Throughout my career, I’ve had the privilege and opportunity to work with just about every shape and size of financial firm out there: from big, corporate giants to small, private independent wealth firms. Some charged clients commission, some were fee-only, and some were a combination of the two. But they all had one thing in common: not enough emphasis on the clients achieving their goals.
In 2021, I launched Swell Financial to help you reimagine your relationship with money, so it’s easier to achieve your goals and feel confident about your future.
Life is complicated enough; your money doesn’t have to be.