Nick Streit

Sr. Client Success Manager

Nick is a Senior Client Success Manager at Facet. He brings over 15 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He believes everyone deserves access to comprehensive and customized financial planning at an affordable price. When not working, Nick enjoys spending time with his wife while chasing around their young son.

Education: Wake Forest University (BA)

"Twenty years from now you will be more disappointed by the things you did not do than by the ones you did do."

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Get to know Nick

Holiday Photo with my wife and son

Somewhere above the Grand Canyon

A very cold New Year in Moscow

Trying to hike in Lake Tahoe

If you could be an animal, which would you be?


What was the best concert you ever attended?

Paul McCartney

What's the coolest thing you're working on right now?

Trying to teach a toddler new things

Who would you most like to swap places with for a day?

A day in the life of a US President

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.