The trick with handling money and finances is: You don’t know what you don’t know. And life can be tough and busy enough in the present without having to constantly worry about planning for the future.
This is when consulting with a financial professional like Nicholas Amodio, founder of Amodio Wealth Advisors, can be of great benefit to everyone—to get one-on-one advice and answers tailored to your specific needs, concerns and objectives.
A Westlake Village resident and father of two, Amodio, 36, grew up in Agoura Hills and says he’s “always had a fascination with the financial markets.”
So he set out on his journey in the investment business in 2008 while studying finance at San Diego State.
During college, he held positions at two investment firms, and after graduating he began his career, working up to becoming vice president at one the largest brokerage firms in the country.
“After 12 years of handling the financial planning and investment management needs of high-net-worth clients, I decided it was time to strike out on my own and start my own practice,” he said.
In January 2023, he founded Amodio Wealth Advisors with the vision for a financial practice that provides truly personalized, comprehensive wealth management services to his clients.
“Although I run a solo practice right now, I’ve partnered with LPL Financial, an independent brokerage firm that provides me with fantastic support behind the scenes.”
He goes on to explain: “LPL is the largest independent broker/ dealer in the country with over $1 trillion in assets and serving over 20,000 advisors.”
He says he sought out LPL Financial as a partner because they provide award-winning technology and support that allows him to focus on his clients, and LPL’s world-class platform provides him access to a wide variety of investment options.
This important connection and support helped Amodio decide to specialize in working with clients who are approaching or are in retirement.
“I help guide clients through the retirement planning process and help ensure that their assets last throughout their lives.
“I take the time to get an in-depth understanding of my client’s financial situation and help them implement an investment plan that’s tailored specifically to them,” he said.
Let’s say you’ve provided for and supported a family and/or yourself for years, and now you have an eye toward retiring. Amodio can create and manage a customized portfolio that’s built around your goals, whether you’re looking to maximize your cash flow, continue growing your assets or you simply want to preserve your wealth.
Best of all, perhaps, is Amodio’s passion to offer personalized service.
“There are a few things that set me apart from my peers,” he said.
“I pride myself on getting to know my clients on a much deeper level than most advisors in my field.
This in turn helps me deliver highly tailored services specific to each client’s needs. Every client has my personal cellphone, and I encourage them to call me with any questions related to their financial lives.
“My tailored approach carries through to how I build investment portfolios. I design each around my client’s preferences, risk tolerance and existing positions. This is something that seems to be less and less common in our industry,” Amodio said.
He explains his overall holistic, in-depth view of planning:
“I don’t just look at your investment account when developing a financial plan, I look at things like, your real estate and privately held business, as well as considering your tax situation and estate planning needs. Looking at the whole picture helps me develop plans that my clients can have confidence in.”
For more information, call Nicholas Amodio at Amodio Wealth Advisors at (818) 458-8946, email firstname.lastname@example.org or visit the office at 2829 Townsgate Road, Ste. 100, Westlake Village.
* Nicholas Amodio is a wealth advisor with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC. Amodio Wealth Advisors is a separate entity from LPL Financial.”
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