NerdWallet Wealth Partners, LLC

Tracey Rinaldi is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously spent ten years at Capital Group Private Client Services. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm manages roughly $263 million in assets with a team of 14 advisors and primarily uses passive, asset-class-weighted portfolios supported by fundamental analysis.

Isabella Mc Closkey is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 66 designation and one year of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Nexus Ligas, and Omni 360 Advisors. NerdWallet Wealth Partners, LLC serves individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm primarily employs passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Michael Fishman is a financial advisor with NerdWallet Wealth Partners, LLC in New York, NY. He holds a Series 65 credential and has one year of industry experience. Prior to joining NerdWallet Wealth Partners, he worked at Goldman Sachs for nine years and spent a year in extended travel. NerdWallet Wealth Partners serves individual and high-net-worth clients, as well as certain charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a team approach and primarily implements passive, asset-class-weighted portfolios supplemented with fundamental analysis, offering access to alternative investments and employing third-party sub-advisers for specialized strategies.

Daniel Sterling is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at NerdWallet Wealth Partners, LLC. He has previously worked at Future You Wealth, LLC and Capital Guardian Trust Company. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser that serves individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm primarily uses passive, asset-class-weighted portfolios combined with fundamental analysis and offers access to alternative investments and specialized strategies via third-party sub-advisers.

Karina Baldizon is a CFP® with four years of industry experience, currently serving at NerdWallet Wealth Partners, LLC. Prior to joining NerdWallet Wealth Partners, she worked at Lazard Asset Management Securities LLC and Lazard Asset Management LLC for three years, and held roles at Truvvo Partners and Rockefeller Financial. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations. The firm provides discretionary investment management and integrated financial planning, focusing on passive, asset-class-weighted portfolios supplemented by third-party sub-advisers for specialized strategies.

Joshua Rubin is a financial advisor with NerdWallet Wealth Partners, LLC, holding CFP® and Series 66 credentials and bringing four years of industry experience. His prior roles include positions at NewEdge Wealth and UBS Financial Services. Rubin also works as an analyst for Rubin Capital Corp, a boutique investment banking company focused on raising capital for smaller private businesses. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations. The firm manages discretionary portfolios primarily through passive, asset-class-weighted strategies complemented by comprehensive financial planning and utilizes third-party sub-advisers and AI tools for specialized mandates and operational support.

Nicholas Churkovich is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 credential and experience spanning multiple roles in financial services since 2017. His prior positions include roles at Koda Capital, Garnaut Private Wealth, and Deloitte. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm operates as a team, managing approximately $263 million in discretionary assets, and primarily implements passive, asset-class-weighted portfolios supported by fundamental analysis.

David Muller is a financial advisor at NerdWallet Wealth Partners, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC, Equitable Advisors, and Bank of America Merrill Lynch, among others. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations, providing discretionary investment management and integrated financial planning. The firm uses a primarily passive, asset-class-weighted investment approach supported by fundamental analysis and offers access to alternative investments and specialized third-party sub-advisers.

Mcclain Culver is a financial advisor at NerdWallet Wealth Partners, LLC with Series 65 and 66 licenses and three years of industry experience. Prior to joining NerdWallet, he worked at TD Securities (USA) LLC, Rosenblatt Securities, and UBS Financial Services, among other firms. He also has experience outside finance, including a role with the United States Tennis Association. NerdWallet Wealth Partners serves individual, high-net-worth, and charitable clients through discretionary investment management and comprehensive financial planning. The firm uses primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and third-party sub-advisers for specialized strategies.

William Toczylowski is a CFP®-certified financial advisor with two years of industry experience. He is currently with NerdWallet Wealth Partners, LLC and has previously worked at Future You Wealth LLC, Capital Group Private Client Services, BNY Mellon Wealth Management, and Mariner Wealth Advisors. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as certain charitable organizations, managing approximately $263 million in discretionary assets. The firm emphasizes passive, asset-class-weighted portfolios combined with comprehensive financial planning and engages third-party sub-advisers for specialized strategies.

Alexander Kemp is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 license and two years of industry experience. He previously worked at Zoe Financial Inc. for seven years and has additional experience at Infor and Hometeam. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, along with certain charitable organizations, through discretionary investment management and integrated financial planning. The firm employs a team approach with 14 advisors, focusing on passive, asset-class-weighted portfolios supported by fundamental analysis and providing comprehensive financial planning as part of its services.

Stephen Montez is a financial advisor at NerdWallet Wealth Partners, LLC with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Equitable Advisors, Bank of America, Merrill, Fidelity Investments, and JP Morgan Securities. Outside of finance, he was involved with Fun Times Productions for three years. NerdWallet Wealth Partners, LLC serves individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios supported by fundamental analysis and incorporates third-party sub-advisers and AI tools under human oversight for specialized strategies and client service.

Michael Letzter is a financial advisor at NerdWallet Wealth Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Sanford C. Bernstein & Co., LLC and Rockefeller & Co. He also has experience teaching as part of the Financial Life Skills Program at the University of Wisconsin–Madison. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients as well as certain charitable organizations through discretionary investment management and integrated financial planning. The firm implements primarily passive, asset-class-weighted portfolios supported by fundamental analysis and offers access to alternative investments and specialized strategies through third-party sub-advisers.

Christopher Schofield is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brex and Northwestern Mutual. Outside of financial services, he has experience in the food service industry with Madisons Pizza and Catering. NerdWallet Wealth Partners serves individual and high-net-worth clients as well as charitable organizations through discretionary investment management and integrated financial planning. The firm uses primarily passive, asset-class-weighted portfolios with ongoing monitoring and engages third-party sub-advisers for specialized strategies.

James Bashall is a Series 65-licensed financial advisor with two years of industry experience. He is currently with NerdWallet Wealth Partners, LLC, joining the firm in 2025. Prior to this, he held roles at Future You Wealth, Anchor Capital, and Step Advisory. NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser serving individual and high-net-worth clients, as well as certain charitable organizations, through discretionary investment management and integrated financial planning. The firm employs a primarily passive, asset-class-weighted investment approach supplemented by third-party sub-advisers for specialized strategies and offers comprehensive ongoing account monitoring and planning services.