Nick Covyeau

About Nick

Hi, I'm Nick Covyeau, Owner of Swell Financial, a fee-only planning firm serving clients locally in South Orange County and virtually across the entire country. I’m passionate about helping those who find themselves within 5 to 10 years before retirement answer questions like: 1. When can I afford to retire? 2. Do I have enough money to retire? 3. How much can I afford to spend in retirement? 4. How do I pay less in taxes in retirement? Using this small window before retirement, we can create a strategy that focuses on helping you pay less in taxes, make smarter, more informed investment decisions, and retire sooner. I strive to guide my clients to live into what's most important to them and build confidence around how they think and feel about money. Planning for retirement can be confusing, but it doesn't have to be.

Areas of focus

Credentials & background

The firm

Swell Financial

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427 EAST 17TH STREET SUITE F - #732 COSTA MESA, CA 92627$33M assets under management