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Nolberto Chavez, Financial Advisor serving the Pismo Beach, CA area - Ameriprise Advisors

Nolberto Chavez

Financial Advisor

Investment Manager
North Harbor Wealth Management
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
805.456.0402
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Investments
  • Investment Management
  • Intergenerational Planning
  • Saving for Education
  • Charitable Giving
  • Insurance

Education

  • Bachelor of Arts (BA) with Honours in Economics at California State University, Sacramento (Sacramento, California)

Awards & recognition

  • North Harbor Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2025

Previous experience

  • AVP, Financial Center Manager II at Bank of America Private Bank (Morro Bay, California), 2016 - 2018
  • Officer, Financial Center Operations Manager at Bank of America Private Bank (Morro Bay, California), 2015 - 2016
  • Sales And Service Specialist at Bank of America Private Bank (Morro Bay, California), 2014 - 2015
  • Client Service Representative II at Bank of America Private Bank (Sacramento, California), 2008 - 2014
  • Assistant Talent Manager at Universal Music Group (Santa Monica, California), 2008 - 2016

Community participation

Environmental Center of San Luis Obispo (ECOSLO) - Bank of America Private Bank Community Volunteer

Operation Quiet Comfort; Remembering Our Veterans - Bank of America Private Bank Community Volunteer

Junior Achievement of Southern California - Bank of America Private Bank Community Volunteer

Pacific Wildlife Care - Bank of America Private Bank Community Volunteer

Junior Achievement of Northern California - Bank of America Private Bank Community Volunteer