Aaron R. Nichols

Aaron R. Nichols

Wealth Manager, First Republic Investment Management
PENINSULA/SILICON VALLEY
Industry Accolades
  • Best-In-State Wealth Advisors
    Forbes, 2021

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Aaron R. Nichols

Wealth Manager, First Republic Investment Management
PENINSULA/SILICON VALLEY
  • Wealth Management Experience Since 1997
    Aaron Nichols is a Managing Director and Wealth Manager at First Republic Investment Management. As a wealth manager, Mr. Nichols is an advisor to high net worth families, individuals, corporations and not-for-profit organizations. He specializes in the practice of goals-based wealth management which focuses on integrated wealth planning, asset allocation optimization, and iterative modeling to help client preserve and growth their wealth. His managed investment portfolios are geared towards stable growth, tax-efficient and tax-beneficial investment solutions, and when suitable and appropriate, alternative investments.   Before joining First Republic in 2012, Mr. Nichols was a Vice President and Financial Consultant at Charles Schwab. Previously, he was President/CEO at Nichols Research (acquired in 2016) and held preceding positions as Vice President and Business Development Officer at U.S. Trust Company and as Financial Advisor at American Express Financial Advisors (now Ameriprise Financial).
  • Community Involvement
    Active in philanthropy, Mr. Nichols founded the Silicon Valley Pancreatic Cancer Research Walk in partnership with the Lustgarten Foundation, which raises awareness and funding to advance the scientific and medical research related to the diagnosis, treatment and cure of pancreatic cancer. To date, the annual event has raised over $225,000. 
  • Education
    Mr. Nichols received his Bachelor of Science from San Jose State University and certificate in financial planning from University of California, Berkeley. Additionally, Mr. Nichols completed advanced training in wealth strategies and behavioral finance from Cannon Financial Institute. He is a member of the Investment Management Consultants Association.
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