Mission Financial Group
Summary of Services:
Mission Financial Group is an independent financial firm providing services such as Wealth Management, Consultation services, Trust services, and a Planning Consultation Group.
Experience:Nick first started his profession in 2006 through a college internship with an LPL advisor, then licensed and operating since 2008 as a full-service Financial Advisor. During his previous carreer at Edward Jones, he was recognized for his client service excellence (2011-2017) and served on the Hawaii leadership team (2010-2018). Nicholas continues to provide financial planning for individuals, families and businesses at Mission Financial Group where they specialize in more complex cases with extensive expertise in cash-flow planing, insurance, planning, alternative investments, tax-advantaged strategies for families and business and legacy planning.
Nick holds a bachelor's of business administration with a major in finance, options and the derivative markets. He also holds the AAMS® (Accredited Asset Management Specialist), which is a professional designation granted by the College for Financial Planning. The designation is awarded to financial professionals completing a self-study program and passing the accompanying test covering: investor policies, risk and return, investment performance, asset allocation and selection, investment strategies, taxation of investment products, individual retirement investments, executive compensation and benefit plans, insurance products, estate planning, and regulatory and ethical issues. Nick is involved in his community and has served as the president for the Rotary Club of Hawaii Kai. He is past president of the Hawaii Kai Chamber of Commerce. He also served as the president of the Hawaii Kai Chapter of Business Networking International.
Some of Nick's greatest accomplishments have been the strong relationships he has cultivated in the Honolulu community. Nick also holds all professional licenses and designations recommended for his work as a financial advisor: Series 7, Series 66, State Life and Health licenses for Hawaii, California, Washington, Michigan, Texas and Florida. Nick is devoted to his loving wife Janean, beautiful growing family, the community groups, church and the individuals he serves.
- Nicholas Abbott, Managing Partner and Financial Advisor
- [email protected]
- (808) 395-8411
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