Meet Nico Pesci
Nico Pesci, Registered Investment Advisor
As a retirement specialist, I have learned to challenge the status quo of traditional financial thinking which is based on the risk reward myth.
This myth asserts that earning big rewards requires big risks. What I’ve discovered is the opposite: safety does not need to be sacrificed for financial gains. Clients can build a balanced system that works under ever changing environments, not just ideal ones.
I focus on three things that my clients want and that help lead to a sound retirement:
1. Safety first. We focus on protecting your principal.
2. Reasonable rate of return. We avoid relying solely on market returns which can be volatile.
3. Simplicity. We focus on solutions with fewer moving parts that are wisely chosen and easier to understand
This focus and passion to serve my clients has resulted in becoming a multi-year qualifier of the Million Dollar Roundtable’s Top of the Table – a level that has placed my work in the top 1% of financial professionals across the country.
I also serve as a mentor and board member for one of the largest Financial Marketing Organizations in the country, where I have had the opportunity to mentor over 400 other financial professionals from across the United States. Each year, I speak at industry events, teach breakout sessions, and several times a year, other financial professionals come to our office to learn best practices from me and my team. Pesci Financial Group is an active member of: the National Association of Insurance and Financial Advisors (NAIFA), the National Ethics Association, and the Better Business Bureau.
Our firm is actively involved in our community, contributing to and offering fund-raising events for several local and national charities.