Ameriprise Financial

2 Park Plaza
Irvine, CA 92614

d. (949) 660-4608



Irvine IV

Nikolas Okita

Wealth Advisor

As a Private Wealth Advisor running an Ameriprise Private Wealth Advisory Practice, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on trust, integrity, and knowledgeable advice. I will help you streamline your wealth through a comprehensive process of ongoing financial planning and personalized asset management. Through that process, we will help you identify and prioritize your goals, and build a customized wealth management plan to pursue them. Once a plan is in place, I will help you track your progress and make adjustments as your life and the markets change so you can focus on living and enjoying your life. Working together, we'll essentially design a roadmap for your financial life and help you navigate through it to reach your life goals, thereby helping you feel greater financial confidence.

Professional Licenses/Certifications/Awards:

Series 7, Series 66, Series 31, CA Ins Lic #0E53315

CRPC® Professional Designation
Chartered Retirement Planning Counselor

AAMS® Professional Designation
Accredited Asset Management Specialist

AWMA® Professional Designation
Accredited Wealth Management Advisor

Named to Forbes America's Top Next Generation Wealth Advisors in 2018

Five Star Wealth Manager Award - 2013-2019 (As published in Los Angeles Magazine and Orange Coast Magazine)

Financial Planning Association (FPA) Member (2013-Present)

Ameriprise Circle of Success - 2016, 2017, 2018, 2019

Million Dollar Round Table (2016, 2017)

Million Dollar Round Table, Court of the Table (2018)

Licensed and registered to conduct business in CA, AZ, CO, IL, MO, MD, NV, NY, OR, and TX.


Highrise Networks, Inc.

800 S. Figueroa, Suite 925

Los Angeles, CA 90017

(213) 712-9080