Nick Lemus, CFA®

Portfolio Trader & Administrator

For my entire life, I have always wanted to know the “why” behind everything. As a little boy, I would take the batteries out of every Buzz Lightyear toy because I wanted to know how it worked. Today, that same curiosity still drives me as I aspire to learn more every day. But, instead of understanding what makes Buzz’s laser light-up, my focus is now on understanding the innerworkings of investing and how to best serve our client’s interests. In my pursuit of knowledge, I became a CFA charter holder and aspire to earn my CFP.

In June of 2023, I joined Summit Wealth as a Securities Trader and Portfolio Administrator. Prior to joining Summit, I worked as a fixed income trader for Great Pacific Securities, a Broker Dealer in Costa Mesa, CA, where I traded up to a billion dollars a day across all types of fixed income investments.

  • Growing up in Southern California, my time was consumed by playing lacrosse. Eventually, I played in college for Chapman University, while also obtaining my Bachelor’s degree in Business Administration.

    Outside of work, I love to exercise and do so by lifting weights, playing tennis and surfing. I also enjoy sports, especially the NFL and managing my fantasy football team.