Nic is the son of Gene Delyon, the founder of Delyon Wealth Management. He was raised in the industry and remembers helping his father build the business in the early years with tasks like filing and stuffing envelopes in his youth. Seeing how his father positively impacted generations of individuals was one of the main factors that convinced him to make a lifelong commitment to helping people manage and grow their money. Nic also learned the industry from some other firms he previously worked at Fisher Investments and Ostrofe Financial Consultants where he gained additional experience in serving high net worth clientele. Nic attended the University of San Francisco on a Baseball scholarship as a left handed pitcher and his experience in being part of a team and the importance of preparation and accountability have served his professional career and clients well. Fast forward to the present day, Nic is the owner of this firm and enjoys meeting with clients and marketing the company. He sees himself in this profession for the next 30 years. Nic believes in going beyond the minimum and he’s done this by completing the CFP coursework. Nic holds himself to high standards, and is constantly staying on top of the industry changes with continuing education workshops and by being in tune with the ever-changing tax code and financial markets.
While Nic’s favorite aspect of his role is to ensure a client has increased confidence before, during and after retirement. He’s passionate about helping people solve their most important financial questions with custom plans and advice, meanwhile maintaining a level of empathy and understanding for the clients needs.
Outside of work, Nic enjoys contributing to the greater Northern California Bay Area community via volunteering through the Chamber of Commerce as well as the Boys and Girls Club of Placer County, and the California Waterfowl Association. He is a proud husband and father of two children Miller and Camille. Nic also likes to fish, hunt and spend time with his family in his free time.
Series 7, 24, 63, 65 registrations held through LPL Financial as well as Life and Health Insurance.