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 the Production Incentive Program (PIP), and Custom Benefit Services. His area of focus is wealth management / investable assets and he 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. I am a staunch advocate of Austrian Economics and educating on the principles of a free market society and how deviations from these ideologies affect every day investors." - Nick Cozzone

 

 

 

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