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Nicholas E. Gonzalez, CEPA®, CRPS®
Wealth Advisor
Nicholas specializes in advising multi-generational families, founders, executives, and business owners in the optimization of their complete wealth pictures. As a Certified Exit Planner with a wealth of experience in pre-exit planning, portfolio construction, and tax minimization strategies, he tailors his approach to each client's unique situation. Known for his innate passion, Nicholas takes pride in delivering an exceptional level of service and attention to detail. He values personal relationships above all, making it clear through action that he is always on his clients’ side of the table. Prior to joining Granite Harbor Advisors, Nicholas held senior advisory positions at J.P. Morgan, UBS, and Merrill Lynch. He pursued education at Raritan Valley College and the College for Financial Planning.
Originally from Long Island, Nicholas now calls Houston, TX home, where he resides with his wife. He maintains an active lifestyle, enjoying fitness and golf, while also indulging his passion for automobiles. A dedicated learner, Nicholas has recently taken up interests in hunting, horseback riding, and playing guitar.
Nicholas is active with the Ronald McDonald House Charities of Greater Houston, Toys For Tots, and St. Jude Children’s Research Hospital, reflecting his commitment to philanthropy. He was also a Firefighter for the City of Glen Cove Volunteer Fire Department.