Nicolas Stanley, Financial Planner & Founder
I joined the financial services industry 7 years ago, when I decided to switch from a legal career path to a career in personal finance. I took time off from school at UC Davis and immediately accepted a full-time internship on Wall Street. Since then, my passion for helping people make sense of their finances has only intensified. In my most recent role, as a planning resource to many advisors and their clients across Southern California, I developed the breadth of expertise needed to start my own virtual advice company—Protegè WP.
I was born and raised in New Orleans, Louisiana, but I currently live in Beverly Hills, CA with my partner Greg; he’s a 4th year dental school student. We enjoy hanging out with friends, working out, binge watching Apple TV and visiting family. While our lives are work-focused these days, I’m excited about our future.
I’m also excited about the future of Protegè. I look forward to getting to know new clients and their families, and to helping people attain financial independence.
Nicolas Stanley, CFP ChFC CIMA CLU CDFA EA
Certified Financial Planner, Founder