Jonathan Nicolas, AIF®, BFA, C(k)P®, LUTCF® is a Financial Advisor at SEIA. He joined the firm in 2023 after a 20-year career at a boutique financial planning firm, where he began as an intern, advanced to Financial Advisor, and ultimately served as Partner and Vice President. Today, he works with a diverse range of clients, including business owners, corporate executives, multigenerational families, young couples, and individuals. Drawing on his experience, Jonathan provides comprehensive financial planning that encompasses private wealth management, cash-flow analysis, education savings, insurance planning, and retirement income strategies.
Dedicated to service and community involvement, Jonathan has been a member of Rotary International since 2005 and is often called upon as a public speaker and emcee for Chamber of Commerce events, Rotary fundraisers, and weddings. For the past four years, he has also presented at the College Success Conference, supporting students—particularly those from underrepresented, low-income, or first-generation backgrounds—as they prepare for and succeed in college.
Jonathan graduated from the University of California at Davis where he completed his Bachelor of Arts degrees in both Political Science and Communication. He holds the Accredited Investment Fiduciary® (AIF®), Behavioral Financial Advisor (BFA), Certified 401(k) Professional (C(k)P®), and Life Underwriter Training Council Fellow (LUTCF®) designations. He also maintains Series 7, 24, and 66 licenses and is a licensed insurance agent (CA Insurance License #0E13961).
When not in the office or volunteering, Jonathan enjoys cardio hip hop dancing, board games, Pickleball, and cheering on his favorite sports teams. He and his wife live in San Carlos, California, with their purebred Beagle.