Nick Berman is passionate about helping his clients succeed and brings curiosity, relentlessness, and sincerity to his work every day. Nick is dedicated to helping people achieve financial freedom and live their dream lifestyles. His clients see him as more than just a wealth manager, but a true partner in their lives.
In 2021, Nick married his best friend, Aron. They purchased their first home in 2022 in Marina del Rey (with the help of Raymond James’ incredible mortgage team). Nick and his wife are passionate about supporting their local Silver Strand community.
Nick started his professional career as a child actor, in high school he broadcasted play-by-play for the Los Angeles Dodgers, and then worked for 11 years as a technology sales rep and sales leader (working in San Francisco, New York, and Los Angeles). Nick worked for 8 years for LinkedIn and then for two different tech start-ups in the procurement & financial technology space before making his career pivot into wealth management.
Nick graduated from the University of Southern California with a double major in Business Administration and Broadcast Journalism and earned the honor of USC’s Renaissance Scholar award. Before that, Nick attended Harvard-Westlake high school where he was on the Varsity Golf Team and created the school’s first sports broadcasting program.
In his free time, Nick enjoys traveling to new countries (45 and counting), golfing, running, skiing, following his favorite LA sports teams, and going to see live music. Nick is also known for planning unique social events for his friends and strives every day to be the best husband, brother, son, and Uncle that he can be to his family.