Nick Estefan

Nick Estefan

Financial Planner Associate

Nick is an integral part of our client services and financial planning support team. He works with our financial advisors and operations team to help clients throughout the financial planning process.

Nick is a masters graduate of Texas Tech University’s Personal Financial Planning program, where he learned under many esteemed practitioners. Nick also has a degree in Psychology and has found his education helpful in understanding how people think and how to communicate in order to address what people need. Nick has experience preparing financial plans, supporting advisors by preparing client paperwork, and problem-solving for clients. 

Nick believes that a financial advisor should be a good communicator and should be uncompromisingly honest and trustworthy. This is what he strives to be and that is why he is excited to learn how to better serve clients and their families from the talented staff at Cathy Pareto & Associates. 

Nick was born and raised in Miami. He loves to travel and spend time with his family, friends, and short-legged Golden Retriever.