Nick Hodges, CPA/PFS, MBA, CFP
Certified Public Accountant and Certified Financial Planner

NCH Wealth Advisors

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Websites:

• NCH Wealth Advisors
• ExpatCFO
• Lazy CPA

With over 25 years' experience providing effective tax strategies and business consulting services to entrepreneurs, Nick Hodges helps successful business owners across the country navigate the many transitions of their growing companies. His specialty is helping successful business owners convert their success into personal wealth for retirement. Working as their Premier Tax CFO, Nick helps business owners go beyond just getting the numbers right for their businesses, he helps them get the financial answers right for their families and their futures.

Mr. Hodges is a diverse financial professional whose resume includes: business coach, estate planner, co-founder of an accounting...[more]

With over 25 years' experience providing effective tax strategies and business consulting services to entrepreneurs, Nick Hodges helps successful business owners across the country navigate the many transitions of their growing companies. His specialty is helping successful business owners convert their success into personal wealth for retirement. Working as their Premier Tax CFO, Nick helps business owners go beyond just getting the numbers right for their businesses, he helps them get the financial answers right for their families and their futures.

Mr. Hodges is a diverse financial professional whose resume includes: business coach, estate planner, co-founder of an accounting firm and a financial services firm, respected national speaker and adjunct professor at Cal State Fullerton University. A CPA since 1981, a Certified Financial Planner since 1997, and a Personal Financial Specialist since 1998, he is one of only 4500 CPA's nationwide who holds both the Certified Financial Planner and Personal Financial Specialist designations. Nick's experience features a passport stamped with some of the world's most famous destinations, degrees from two of the country's most respected business schools and a lifestyle that offers the perfect balance in fulfilling the needs of career, community, self and family.

He has been featured in the Orange County Register, radio interviews, quoted in articles and books, and is the author of a highly popular series of books and manuals for the tax professional community. Nick is the President of NCH Wealth Advisors, a wealth management firm in Fullerton, California. With the broker-dealer, Money Concepts since 1999, Nick is also the President of Professional Financial Affiliates, Inc. (PFA) a continuing education firm serving the tax professional community. As an author, speaker, and co-developer, Nick generously shares his techniques and perspectives nationwide through seminars and conferences sponsored by Money Concepts, PFA and various state accounting societies. [less]

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