Nick Pelini is a Financial Planner who takes pride in every step of the process. As a former practicing attorney, Nick is well versed in protecting and executing the needs of his clients and ensuring a beneficial relationship for everyone. When the Covid-19 pandemic forced him to look for new opportunities, he decided to expand his horizons and gain experience in other areas. Financial Planning seemed like a perfect fit for his skill sets and drive to help people every day.

Nick moved to Houston from Cleveland, Ohio in 2007. A few years later he traveled back north to Pennsylvania where he attended the University of Pittsburgh. Ultimately, he would return to Houston to attend South Texas College of Law. There he met his wife, Whitney, a Prosecutor for the Harris County District Attorney, and native Texan. Together, with their two dogs, they have become tightly integrated in the community and have made Houston their home.

Nick says that his greatest takeaway from law school was the understanding that while he cannot possibly know everything, the real skill is finding the information he needs and implementing it practically. With this in mind, Nick works with experienced professionals to help better aid his clients.

His variety of experience and background affords him a unique perspective to aid his clients and he looks forward to helping them save for future goals without giving up enjoyment of their lives now. He believes that setting financial goals and planning for the future should be a fun process and one that provides security and freedom.