Nick Hengl, CFP^®, EA

Designations and licenses

Nick is a CERTIFIED FINANCIAL PLANNER® professional and an enrolled agent with the IRS.

Experience and education

Nick provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Nick was the founder and financial advisor at Dalewood Wealth Management, an independent registered investment advisory firm. He also served as a financial advisor at HFG Advisors and as an investment counselor at Fisher Investments.

Nick holds a bachelor’s degree in psychology from the University of California, Santa Barbara.

Personal interests

Away from the office, Nick is a classically trained singer and plays keytar in a local rock band. He is also a synthesizer hobbyist.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.