Nick A. Milazzo, CFP^®, MBA, CMFC^®

Experience:

• Joined Waddell & Reed in 2004 and then transitioned to LPL Financial in 2021
• Held executive level management positions in the health care industry from 1991-2004
• Management Systems Analyst with a Fortune 30 aerospace company from 1988-1991
• Owned/Operated six national franchised operations with spouse

Education/Licenses:

• CERTIFIED FINANCIAL PLANNER™ Certificant
• Master in Business Administration, 1991, California State University San Bernardino
• Bachelor of Science, Business Administration, 1989, University of California Riverside
• Chartered Mutual Fund Counselor, 2006, College of Financial Planning
• Series 7 & 66 Securities licenses held through LPL Financial
• California Life and Health Insurance Lic. #0E60251

Memberships:

• Lifetime Member, UCR Alumni Association
• Lifetime Member, CSUSB Alumni Association
• First Christian Church, Huntington Beach CA
• Member, Andalusia Country Club, La Quinta CA

Personal:

• Married to Audry Milazzo since 1989 with two sons Agostino and Anthony·
• Son of Italian immigrants
• Interests: Travel, golf, music, and cooking

^{LPL Financial is not affiliated with any organizations referenced herein. 01/2024}