As we continue our “Get to Know Our Team” series, we’re thrilled to introduce a team member who embodies our “Help First” philosophy: Nick Thanaet.
Since joining Painted Porch in January 2025, Nick has already made an incredible impact on our clients and our practice. Discover more about what drives Nick, his daily routine, and the value that matters most to him in his video!
Nick brings a strong passion for investing and all things finance to his role. He enjoys assisting clients with complex issues and identifying simple solutions to achieve their goals.
Nick applies his expertise to essential work like managing client accounts, conducting investment analysis, and developing customized portfolios. He is guided by his belief in integrity and a commitment to providing honest, straightforward guidance—principles that directly support our “Help First” commitment.
This drive for excellence is linked to his personal philosophy: he believes it’s crucial to step out of your comfort zone and constantly seek growth. It’s a spirit he sums up with his favorite quote: “Never let the fear of striking out keep you from playing the game.”
“I especially enjoy the unique challenge of diving deep into one-off client issues—the kind that require additional research or building a custom spreadsheet. Every day, I learn something new, which is incredibly fulfilling. My daily work, alongside my CFP education, has significantly advanced my financial knowledge, and I’m excited to keep adding new expertise to my finance toolkit.”
Nick is dedicated to professional development that directly benefits our client base. He currently holds his FINRA Series 65 and is actively studying for his Certified Financial Planner™ (CFP®) certification. He earned his Bachelor of Science in Business Administration with an emphasis in Finance from California Lutheran University.
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