Nick Casaccia, CPA, CFP® — Senior Wealth Advisor · Focus Partners

Nick Casaccia, CPA, CFP® — Senior Wealth Advisor · Focus Partners · Los Gatos, California, United States.

Direct contact

No direct contact on file for Nick yet.

About

Graduated from Santa Clara University summa cum laude with a degree in accounting.

Experience

Senior Wealth AdvisorCurrent
Focus Partners
Jul 2025 – Present
Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice. Bordeaux Wealth Advisors merged with Focus Partners Wealth in July 2025.
Senior Wealth Advisor
Bordeaux Wealth Advisors
Jan 2025 – Jul 2025

Education

Santa Clara University — Bachelor of Commerce (B.Com.), Accounting · 2012 – 2016
Bellarmine College Preparatory — High School Diploma