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Kevin Nichols | President, LPL Registered Principal CA Insurance Lic#OB16921

Kevin is President of Nichols Wealth Management, Inc. He provides financial planning services for individuals, corporations, trusts and retirement accounts. 


Kevin is committed to making objective recommendations, adhering to strict and disciplined investment strategies, and being responsive to the goals and concerns of clients throughout their lives.


He has been a resident of San Luis Obispo County since 1978. Kevin has been married to his wife Hope since 1985. They have three children: Austin, Bethany, and Caroline.


Email Kevin at kevin@nwmslo.com

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Andrew Wright | Vice President, LPL Branch Operations Manager

Andrew’s primary roles are implementation of your investment strategy, processing your service requests and preparation of your Financial Analysis. 


His background as an engineer contributes to his problem solving skills in the office. He obtained a Juris Doctor degree in 2011. 


Andrew and his wife Jennifer have resided in San Luis Obispo since their marriage in 1993. They have two children: Samantha and Brooke.

Email Andrew at andrew@nwmslo.com


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Li Zhang | Branch Operations Associate

As our Branch Operations Associate, Li is dedicated to helping meet your client service needs, assisting in processing your various client service requests. She also handles our scheduling, coordination of special events, and will ensure that all your contacts with Nichols Wealth Management, Inc., whether on the phone or in person, are positive ones.


Li was born and raised in China, and in 2007 came to the US in pursuit of her Master of Law from the University of Texas at Austin. After graduation, she worked in Los Angeles for one of the top immigration law firms in America.

 

After working in Southern China for 3 years, Li and her husband Beau have been living in the North County since 2013. In 2014 they had a baby girl, Dekayla, a very welcome addition to their family.