ABOUT

1 SMART Step Financial Education

​A NOTE FROM THE FOUNDER

 

I spent the better part of twenty years in the Navy and Marines conducting financial management, financial investigations, and analysis of all types.  I then worked as a licensed Financial Advisor for one of the largest firms in the country, but I didn’t like the inherent conflict of interest, so I left. Now, I provide training on how to invest your own money and analysis to compare the investments you are considering.

 

Many ask why I left such a lucrative industry. To answer this I ask you, have you ever wondered if your advisor would tell you to invest with someone else if it were in your best interest? If their answer is always to give them your money, how can trust their advice? The answer is you can't.  Even if the person wants to put your interests above their own the company that holds their license won't let them.  In the industry they call it "trading away" and the advisor can loss their license, their job, and even get sued for putting the clients interest above the company.  To fix these problems I decided to go truly independent.  I wanted to offer a truly independent and unbiased way to help people where I would have no ties to the industry and would not get paid to invest your money!

I've decided to take the high road. You know; the road less traveled, because I find it to be the better road.  I decided to take the long route around the market and teach others to fish.  I'm more comfortable with that, than the fast route through the market trying to sell everyone a fish.  So, come join me on the road to success.  It all starts with 1 SMART Step!

At your service,

N. Wilson, MBA, CGFM®

 
WHAT WE DO
 
Our specialty is financial analysis.  We are dedicated to serving the needs of the individual and small business. Our firm has been built on the belief that everything must be open and honest and the only way to insure this is to be completely independent from the financial industry.  Removing industry pressure and monetary benefit from the decision process is the only way to insure a firm puts client needs first.
 
We get to know you, understand your goals, and develop individualized strategies to help you reach them. We work hard to give you the unbiased personal service you deserve when it comes to planning for your future and making decisions.​
 
Directors, Senior Associates
Nick Wilson, MBA, CGFM®

Director of Financial Analyst

Lydia Wilson, JD, CPP®
Estate Planning, Security and Intellectual Property

Nick Wilson has more than 15 years of experience as a financial analyst; has an MBA from Naval Postgraduate School; is a Certified Government Financial Manager; and is a veteran of both the US Navy and Marine Corps. He has been a licensed as “Financial Advisor” (Series 66), “Securities Broker” (Series 7), and insurance agent (health, long-term care, disability, annuities, variable products, buy-sell agreements, life).  He has also worked with many law enforcement agencies on financial investigations.

Lydia has over 25 years of legal and security experience; a Juris Doctorate Degree from Georgetown University; a Masters in security & strategy from the Naval War College; and is a Certified Protection Professional.  She does estate planning, intellectual property, and security as well as classroom instruction and curriculum building.  She has done curriculum development and training for the FBI, and many other law enforcement and intelligence agencies.

Associates
Eva Figueroa

Account Manager

Aiza Pardillo

Associate, Specialist

Candice Mendez

Associate

Cris Soyosa

Associate, Manager

Riza Alvar

Associate, Specialist

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

Disclaimer: The information on this site is general in nature and provided for informational, educational, training and discussion purposes only; and is not legal, health, investment or tax advice. Under no circumstances does this information represent a recommendation to buy or sell securities.  Although we strive for quality we don’t guaranty the accuracy of the information provided and assumes no liability for any damages or loss arising from its use.

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