Advisors at this firm
Daniel R
Series 63, Series 65
San Jose, CA
NIM Wealth Solutions
Daniel Rhyasen is a financial advisor at NIM Wealth Solutions with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Franklin Templeton Distributors, Inc., Franklin Distributors, LLC, Putnam Retail Management LP, and SuperScript. NIM Wealth Solutions is a registered investment adviser serving individuals, families, trusts, foundations, and institutions through discretionary portfolio management and financial consulting. The firm offers integrated financial and tax consulting services, operates a wrap-fee program combining advisory and execution services, and utilizes a variety of asset classes including equities, ETFs, mutual funds, private investments, and alternative strategies.
Laura L
Series 65
San Jose, CA
NIM Wealth Solutions
Laura Lopez Macias is a financial advisor at NIM Wealth Solutions in San Jose, CA, holding a Series 65 license. She has experience at several firms including Hunter Tax Associates, the Internal Revenue Service, and EY LLP. NIM Wealth Solutions serves individuals, families, trusts, foundations, and institutions by providing discretionary portfolio management along with financial and tax consulting. The firm operates a wrap-fee program that combines advisory, execution, custody, and reporting services, and integrates affiliated insurance and tax businesses into its offerings.
Gabriela M
Series 65
San Jose, CA
NIM Wealth Solutions
Gabriela Mechem is a financial advisor at NIM Wealth Solutions with a Series 65 designation and over eight years in the financial services industry. Her prior experience includes roles at Good Hope Group and Golden Gate Global. NIM Wealth Solutions serves individuals, families, trusts, foundations, and institutions by offering discretionary portfolio management alongside financial and tax consulting. The firm operates wrap-fee programs that integrate advisory, execution, custody, and reporting services, utilizing various investment vehicles and third-party platforms.
Garrison H
Series 65
San Jose, CA
NIM Wealth Solutions
Garrison Hunter is a financial advisor with NIM Wealth Solutions in San Jose, CA. He holds a Series 65 credential and has experience in accounting and insurance, including managing tax preparation services through Fulcrum Accounting LLC. Prior to joining NIM, he worked at the Defense Contract Audit Agency and Baker Tilly. NIM Wealth Solutions serves individuals, families, trusts, foundations, and institutions with discretionary portfolio management, financial consulting, and planning. The firm offers a wrap-fee program that combines advisory, execution, custody, and reporting services, supported by affiliated insurance and tax businesses.