Nick Di Paolo, CFP®

Nick is an Advisor at Evoke Advisors providing family office services to wealthy families and individuals. He was an advisor and partner at Crescent Bay Advisors (CBA) prior to their acquisition by Evoke in 2024.  Before joining CBA, Nick has served wealthy clients since 2012 at BNY Mellon Wealth Management, UnionBanc Investment Services, and Merrill Lynch.

Nick graduated from the University of Arizona with a BA in Economics. He also earned the Certified Financial Planner (CFP®) designation in 2016.