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Brief History:     Nick Cozzone has worked within the financial services industry since January of 1999 and has a bachelor's degree in Business Administration with a Finance Option from the California State University of Fresno. Nick has worked with the company owners, key employees and sales people in over 75 client companies throughout 4 different states. Nick is an Investment Adviser Representative (IAR) and the founder of You Financial. Nick also co-founded, and trademarked the Production Incentive Program (PIP), which became a national resource for retirement planning in the 1099 independent contractor marketplace. His area of focus is wealth management and investable assets. He also specializes in implementing custom retirement plans, and offering various individualized wealth solutions.


(Nick pictured to the right of Texas Congressman & 2012 Presidential candidate Ron Paul)


Philosophy:        "It is both a blessing and a privilege to be trusted to manage a client's money.  Understanding the client's needs and goals and implementing a clear investment strategy with an emphasis on scheduled communication and accountability is essential to fulfilling planning objectives." - Nick Cozzone




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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck