Nick Balandran
Based in Houston, Nick assists advisory teams with research, client information, plan preparation, and the detailed work behind comprehensive planning.
Ways to Connect
Nick is a Wealth Advisor Associate Intern at Mission Wealth. In this role, he collaborates closely with his advisory team, gaining hands-on exposure to the wealth management industry and Mission Wealth’s unique client-centered approach.
This internship provides Nick with valuable insights and a deeper understanding of how Mission Wealth’s team operates to meet clients’ financial goals.
I chose client financial planning because it lets me help people secure their long-term financial future. I value providing personalized strategies that reduce uncertainty and build confidence. I believe ethical, client-focused guidance leads to measurable improvements in financial well-being.
Professional Background
Nick has completed internships in real estate, corporate finance, law, and accounting within the finance sector, providing him with a broad, practical foundation in financial concepts and processes. These experiences enhanced his analytical skills, exposed him to diverse financial instruments and regulatory frameworks, and improved his ability to interpret complex financial information. Working across these areas also developed his communication and problem-solving abilities, as he collaborated with cross-functional teams and supported client- and transaction-focused tasks. Although Nick values the technical and transactional experience he gained, he now seeks to transition to client-based finance, where he can build longer-term relationships and deliver personalized financial advice. Ultimately, he views financial planning as a long-term career that will allow him to combine technical knowledge with a client-centered approach to help individuals achieve their financial goals.
Personal Pursuits
Nick was a former College Baseball player, so his hobbies include golf, the gym, pickleball, and MMA training.
Community Impact
Nick loves volunteering at the Houston Food Bank.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor