Nicholas Chavez

Nicholas Chavez: Email & Phone Number

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Financial Adviser at Confluent Asset Management|Greater Phoenix Area, United States

Position:

Financial Adviser at Confluent Asset Management

Location:

Greater Phoenix Area, United States

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Last updated: 2026-06-07
Updated: 2026-06-07

Found email addresses for Nicholas Chavez:

Business emails:
c****z@daily49er.com,
n******s@confluentam.com
Personal emails:

Found phone for Nicholas Chavez:

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Work Experience 8 years

Financial Adviser at Confluent Asset Management

Jul 2025 - Current

Financial Adviser at Equitable

Mar 2024 - Jul 2025

Investment Advisor at Edelman Financial Engines

Oct 2018 - Mar 2024

Nicholas Chavez started working in 2018, then the employee has changed 2 companies and 1 job. On average, Nicholas Chavez works for one company for 2 years 7 months.

Their professional focus is Client Prospecting, Community Outreach, and Estate Planning across 3 core areas.

Nicholas holds Arizona Life and Health Insurance Liscence, CRPC, and Securities Industry Essentials (SIE) certifications.

Education

Bachelors of Polical Science and Public Administration at California State University, Long Beach

Nicholas Chavez Namesakes

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Nicholas Chavez
Group Sales Coordinator
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Nicholas Chavez
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Nicholas Chavez
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