Certified by Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the San Diego, CA area, Nikolas H Okita will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Frequently Asked Questions About Nikolas H Okita - Private Wealth Advisor, Ameriprise Financial Services, LLC
What services does Nikolas H Okita - Private Wealth Advisor offer?
Nikolas H Okita offers a range of financial planning services including investment management, retirement planning, wealth preservation, estate and tax planning strategies, small business planning, retirement plan distribution, intergenerational planning, employee stock options, executive compensation strategies, charitable giving, and insurance.
Where is Nikolas H Okita's office located?
The office is located at 4655 Executive Dr, Ste 300, San Diego, CA 92121, USA.
How can I contact Nikolas H Okita for financial advisory services?
You can contact Nikolas H Okita by phone at +1 858-795-2350 or email at nikolas.h.okita@ampf.com.
Does Nikolas H Okita offer online appointments?
Yes, online appointments are available to accommodate your schedule.
How can I book a consultation with Nikolas H Okita?
You can book a consultation online through his Ameriprise contact page at https://www.ameripriseadvisors.com/nikolas.h.okita/contact.
Is Nikolas H Okita affiliated with Ameriprise Financial Services?
Yes, Nikolas H Okita is a Private Wealth Advisor with Ameriprise Financial Services, LLC in San Diego, CA.
What should I know about Nikolas H Okita's professional credibility?
More information about Nikolas' professional background can be found on FINRA's BrokerCheck website at http://brokercheck.finra.org/.
What financial services firms are located near Nikolas H Okita's office?
Nearby financial services firms include Dwayne DW Kitchen - Ameriprise Financial Services, Kenneth Lee - Ameriprise Financial Services, Simon Lewis - Financial Advisor at Ameriprise, and Wells Fargo Home Mortgage, among others.
Are there convenient mortgage brokers near Nikolas H Okita's office for clients interested in home financing?
Yes, clients can find several mortgage brokers nearby including Wells Fargo Home Mortgage, Victoria Schafer at Wells Fargo, Jana F Rudnick at Wells Fargo, Patrick Larkin, and Steven Hyde - Hyde Funding.
What other professional services are located near the office that clients might need?
Nearby professional services include real estate and corporate offices such as Jones Day, One La Jolla Center, and commercial real estate firm Newmark, which might be useful for clients requiring those services.
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Certified August 16, 2026Yext Knowledge Graph
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