Meet Your Planner
Nick Covyeau, CFP®
Owner & Financial Planner
Hi, I’m Nick, a proud Southern California native and founder of Swell Financial.
I spent the first decade of my career serving clients at both large wealth management firms, as well as small private wealth institutions. Over time, I realized their focus was more on how to make the firm more money, rather than an emphasis on clients achieving their goals. I knew there had to be a better way.
I ultimately decided to launch my own RIA in 2021. I did this so that clients could experience the real depth that actual financial planning (when done to its fullest) has to offer.
I’m passionate about the work I do and the opportunity I get to hold space for families and make a meaningful and lasting impact in the lives of others. In 2016, I received the CERTIFIED FINANCIAL PLANNER™ designation, and am a member of the following professional organizations:
I live in Eastside Costa Mesa, CA with my wife, Kristin, and our son, Briggs. I used to spend my weekends surfing, hiking, and golfing. These days, free time looks a little different — Ms. Rachel on in the background, chasing Briggs around, and discovering which restaurants have the best kids' menu.