Nicholas Ventimiglio CDFA®


Nicholas Ventimiglio, CDFA

2603 Camino Ramon #200
San Ramon CA 94583
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925-640-0605

Nicholas Ventimiglio, CDFA® is an independent financial planner located in San Ramon. He has over ten years as a specialist in advisory services and investment consulting. Nick is a graduate of California Polytechnic University in San Luis Obispo, and holds a Bachelor of Science in Business Administration with a concentration in Finance. Before starting his independent practice, Nick was an associate at MML Investor Services in Walnut Creek. Additionally, he has worked with such companies as Merrill Lynch Private Clientele Group, and California Financial Advisors. He is an active member of the Rotary Club and believes strongly in the utilization of wealth and success for charitable purposes. Nick has been a guest speaker for many organizations including 40 Plus in Oakland and various Rotary chapters throughout northern California.


With offices in San Ramon, CA, the firm's specialized focus is in financial planning for individuals and families who are experiencing any of three distinct life changing events (transitions):



  • Divorce

  • Retirement

  • Loss of a Spouse/Family Member


Nick’s licenses and awards include:



  • Registered Investment Advisor, State of California

  • CDFA (Certified Divorce Financial Analyst®)

  • Series 6 Securities License

  • Series 7 Securities License

  • Series 63 Securities License

  • Series 65 Securities License

  • Life & Health Insurance License

  • Long Term Care Certification

  • Master’s Council – Retirement Income Specialist, 2006-2007

  • Rotarian of the Year, 2003-2004










Your Financial Compass For A Changing World


"I understand the financial risks inherent in job change, divorce, and even retirement. That understanding, along with my training and experience, help me guide clients through these important life events (or transitions). Essentially as a client, we survey where you are today, help you choose your destination, and then plot the appropriate course to get you there."


- Nicholas Ventimiglio, CDFA


www.EastBayCDFA.com