Nick Stahl, CF2

About Nick Stahl

Nick is a seasoned financial advisor and insurance professional with over a decade of experience helping clients navigate their financial futures with clarity and confidence.

He holds six professional licenses and designations, including being one of only eight National Social Security Advisors and one of just eight Certified Income Specialists in Oregon. Additionally, he holds a Series 65 license, further expanding his ability to assist clients with a broader range of financial planning needs. This unique combination of credentials allows him to provide comprehensive investment management, income planning, and tax strategies all under one roof.

When he’s not serving clients as part of one of Central Oregon’s highest - rated firms, Nick enjoys hiking, bonfires, and time with his family. He believes retirement planning works best when it’s guided by strategy, not by headlines or hot stock tips—a philosophy that has helped hundreds of clients find confidence in uncertain markets.

Nick lives in Sisters, Oregon with his wife Rilley, their twin daughters Savvy and Kohvey, and their dog River.

Fun Fact: Nick has skydived 20 times, bungee jumped 33 times, and holds the world record for the most rope-swing jumps in a single day at Rope Swing Moab. Let’s just say when it comes to taking the leap with your financial plan, Nick’s the kind of guy you want holding the rope.