Meet Our Founder
Nick Hodges, CPA/PFS, MBA, CFP
"As your Personal CFO, I am your strategic partner in managing your holistic financial picture. Beyond just getting the numbers right, I focus on getting the answers right for you and your financial future."
Concerned about the incomplete financial planning advice his clients were receiving, Nick expanded his firm's traditional tax and accounting services to create a consultative wealth management approach that integrates the financial arenas of greatest concern to his clients: reducing taxes, mitigating down-side investments risk, utilizing asset protection and transferring accumulated wealth to the next generation.
With over 30 years experience, Nick Hodges specializes in helping successful business owners and senior management executives convert their success into personal wealth for retirement. Working as their "Personal CFO", Nick helps wealthy individuals make sure that ALL the pieces of their financial picture fit together for their unique situation.
A CPA since 1981, a CERTIFIED FINANCIAL PLANNER™ professional since 1997, and a Personal Financial Specialist since 1998, he is one of approximately 4,500 CPAs nationwide who holds both of those 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 and radio interviews, quoted in articles and books, and is the author of the highly popular Lazy CPA series including The Lazy CPA's Guide for Adding Financial Services to Your Tax Practice and How to Turn Your Tax Practice into a Money-Making Powerhouse. As an author, speaker, and co-developer, Nick has generously shared his techniques and perspectives with thousands of tax professionals nationwide through the seminars sponsored by Money Concepts and State Society conferences for the past six years.
View a brief video "About Nick Hodges".