Nik Dialynas
SENIOR ASSOCIATE, WEALTH MANAGEMENT
Nik is a Senior Associate, Wealth Management at Choreo in Orange County, CA. With a strong background in financial planning, Nik brings a well-rounded perspective to helping clients navigate complex financial decisions. He works closely with clients to understand their goals and financial priorities while also ensuring their investment portfolios remain aligned through regular rebalancing and risk management practices.
Prior to joining Choreo in 2022, Nik worked at RSM where he provided relationship management and day-to-day support of client requests and inquiries.
Outside of work, Nik enjoys spending time with his family, watching sports (favorite teams are the Angels and Packers) as well as boating.
PROFESSIONAL REGISTRATIONS
- Series 65
EDUCATION
- B.S. Cal Poly San Luis Obispo
