Broker Check

Meet Our Team

Nic Remer, CFP®

Wealth Manager

858-650-6830 x310


My name is Nic Remer and I am a U.S. Navy veteran. After serving in the Navy, I graduated from the University of San Diego with a degree in Finance, minors in Information Technology Management and Marketing. I then teamed up with Foresters Advisory Services, LLC as an Investment Advisor Representative until Foresters Financial was ultimately acquired by Cetera.

It is my goal to build relationships and to provide long-term value to help my clients grow, protect, and enjoy what they have by making sure their financial plans work as hard as they do.

I work with a variety of individuals and institutions on their unique situations. My strengths are in developing investment strategies for families, domestic partnerships, and businesses alike.

If you haven’t reviewed your financial goals with a professional before, I highly recommend doing so. Even if it is not with me, I feel that everyone could benefit from a routine professional analysis -- even those who do their investing themselves!


Education & Licenses

University of San Diego

Bachelor of Business Administration (B.B.A.), Finance

Minor: Information Technology Management

Minor: Marketing


Fowler College of Business, San Diego State University

Executive Financial Planner Advanced Certificate, Financial and Tax planning 


Series 63 - Uniform Securities Agent State Law Examination

Dec 10, 2015

Series 66 - Uniform Combined State Law Examination

Sep 11, 2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

Dec 2, 2015

Series 7 - General Securities Representative Examination

Mar 22, 2017

Sarah Hines, CFP®

Financial Advisor

858-650-6830 x241


Sarah Hines has been delivering value to clients as a financial advisor, helping them plan for their short-term needs and long-term goals. Sarah first became interested in finance at the age of 13 when her parents taught her the importance of saving and the power of compounding interest. A Mojave Desert native, she received her bachelor’s degree from California State University, Bakersfield, and went on to obtain her CFP® Credentials through courses at San Diego State University. In her spare time, she enjoys roller skating and practicing the ukulele.

<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Our team approach adds perspective to all we do and provides increased benefits to our clients.