Nicolas Longpre is the Founder & President of Wealth Managing Partners, Inc. With over 18 years of experience and over $200 million in assets under administration*, Nicolas specializes in working with individuals and small businesses in the areas of retirement planning, retirement income distribution, investment analysis, financial planning, insurance strategies, and estate planning strategies. He also specializes in providing fiduciary oversight, investment monitoring and education to retirement plans and their participants.
Nicolas is a, Certified Financial Planner ®, Chartered Retirement Plans Specialist (CRPS), Sports & Entertainment - Accredited Wealth Management Advisor™ and holds his Series 7, 63, and 65 securities licenses as well as his Life & Health insurance license in many states, including Hawaii, Arizona and California.
Originally from Montreal, Canada, Nicolas moved to the United States after graduating from High School and played baseball for several colleges including Ventura Community College and Hawaii Pacific University. Nicolas is married to his wife, Iris and they have two sons, Liam and Ian.
*Assets includes annuities, brokerage, advisory, retirement plan assets, and life insurance cash value (as of 4-2023).