Joe is a Certified Financial Planner™ and a Level III candidate for the Chartered Financial Analyst designation.  He specializes in investment analysis, portfolio management and retirement planning.

Joe prides himself on his disciplined approach to investing and building genuine relationships with his clients.  He constructs customized portfolios for each individual based upon his or her unique needs and goals.

A Sacramento native, Joe graduated Cum Laude with a degree in Finance and Financial Planning from Sacramento State University.  He is a member of the Sacramento Estate Planning Council and the CFA Society of Sacramento.

Joe is married to Carolina and they have a 2-year old son, Liam. He and his wife are fond of the outdoors and when they’re not working, they enjoy traveling, hiking and golfing.

Jesse C. Nix, CFP®
Investment Advisor Representative

Jesse is a Certified Financial Planner™ professional specializing in portfolio management and financial planning.

Jesse holds a degree in Finance from the California State University of Sacramento with a concentration in Professional Financial Planning.

He is a proud member of the Point West Rotary Club where he serves as President of a charitable foundation that profoundly impacts the community with over $200,000 per year going directly to organizations that serve and benefit local children. 

Jesse also serves as a board member of local youth fitness non-profit, Runnin’ For Rhett. 

When not working, Jesse enjoys exercise, snowboarding and watching football. He also enjoys spending time with his wife, Samantha, and children, Clayton and Penny.

Joseph B. Nix III
Principal, Founder

Joe has over 35 years of experience as a Financial Advisor and founded Nix Wealth Management in 1995.  He created Nix Wealth Management to offer independent, fee-based investment advisory services for his clients using customized strategies.

“I believe strongly that each investor deserves individualized attention and advice he or she can’t get from a firm with thousands of clients.”

Joe is a graduate of the California State University of Sacramento School of Business Administration and the College of Financial Panning. He maintains a license in life and disability insurance with the state of California and is a past president of the Sacramento Society of Certified Financial Planners.

When not working, Joe enjoys reading, golfing and spending time with his family.

Certified Financial Planner™ Professionals Put You First

Working with a Certified Financial Planner™ practitioner assures you that you have a fiduciary – an advisor legally required to look out for your best financial interests. All three of Nix Wealth Management’s advisors hold this important certification, which they earned by meeting the rigorous national standards for financial education and ethics outlined below.

Why is having a fiduciary an advantage for you? Other types of financial advisors – bankers, stockbrokers or insurance agents – typically work for or with large companies. While they are likely to make investment recommendations that are suitable for their clients, they are not legally obligated to do so. If they work for a company that pays commissions for selling its financial products, those funds, annuities, etc. are often recommended to clients whether or not they are the best options for them.

The Nix team of CFPs® is totally independent and charges a flat fee based on a percentage of a client’s holdings. There are never any commissions or extra costs. They personalize a financial program that always puts the best interests of each client first.

The Certified Financial Planner Board of Standards, Inc. awards the CFP® designation to those who meet its certification requirements, pass extensive exams in all financial disciplines, pledge to follow a strict code of ethics and complete continuing education programs each year.
For more information go to www.cfp.net.