Nico de la Vara
Nico joined Ashton Thomas Private Wealth at the end of 2021. Today, he is focusing on advising individuals and families from all walks of life, including professional athletes, retirees, business owners, and professionals who seek to thrive financially. With prior experience on a trading floor of one of the largest fund companies and his experience in a client service role at Ashton Thomas, he now focuses on assisting his clients with managing their investments and long-term financial planning, while specializing in custom-tailored investment portfolios designed for the unique circumstances of the current economic environment.
Nico achieved his Chartered Financial Analyst (CFA®) designation from the CFA Institute at the end of 2023. He passed all three Level exams on the first attempt and put in well over 1000 hours studying. When asked about the designation, he said “I enrolled in the CFA Program to obtain credentials in the global investment management industry. The credibility that the CFA designation affords and the skills the CFA Program cultivates are key assets for my future career development.”
An Arizona native, Nico is a graduate of Arizona State University (ASU), where he was a Barrett Honors College student, double majoring in Finance and Entrepreneurship, with a minor in Real Estate. Nico also worked for ASU’s athletic department during his collegiate years, where he had the honor of being tasked with maintaining the school’s logo and colors on the game field. “As a football fan and die-hard Sun Devil, it was an awesome job to have during college,” he recalls.
Nico began college as an Entrepreneurship major, which inspired him to start his own house painting company. Not long after founding the company, he began to uncover his passion for finance, leading him to add a major in Finance to his collegiate pursuits. “Adding a degree in Finance meant prolonging my graduation date,” says Nico, “but it was well worth it because nothing fascinates me more than analyzing investments, the economy, and the market.” His final collegiate year was spent writing his honors thesis titled The Emergence of Micro-Investing Brokerage and Trading Platforms.
Outside of the office, Nico enjoys watching football—the Cardinals and Sun Devils are his favorite teams—watching almost every UFC fight, going to live music events, enjoying time outdoors, and spending time with family and friends.
Investment Advisory services are provided by affiliated entities, Ashton Thomas Private Wealth, LLC (“ATPW”) and Ashton Thomas Securities, LLC (“ATS”) SEC registered investment advisers. Securities are offered through Ashton Thomas Securities, LLC, a registered broker/dealer and Member of FINRA/SIPC.