With 35 years of experience in the financial services industry, Nick Yekani serves as the president of Economics and Family, Inc., an advisory and wealth management company with three offices in California. Among his responsibilities at the firm, Nick Yekani oversees administrative duties, completes portfolio analyses, and provides services related to legacy planning and secured investments.
Having earned a reputation for identifying emerging financial solutions, Nick Yekani shares his insights with other financial services professionals from time to time, and he was recently invited to join the Annexus Retirement Income Roundtable, led by award-winning economist Robert Shiller. The roundtable focused on the Balanced Choice Annuity (BCA) by Athene Annuity and Life Company, a solution for achieving new accumulation opportunities with limited downside market risk. An early advocate for the BCA, Mr. Yekani offered advice on how to assist individuals planning for retirement and discussed where the retirement income industry is going.
In addition to his professional activities, Mr. Yekani engages in a variety of outdoor pursuits. He enjoys traveling and boating, as well as playing tennis.
Having earned a reputation for identifying emerging financial solutions, Nick Yekani shares his insights with other financial services professionals from time to time, and he was recently invited to join the Annexus Retirement Income Roundtable, led by award-winning economist Robert Shiller. The roundtable focused on the Balanced Choice Annuity (BCA) by Athene Annuity and Life Company, a solution for achieving new accumulation opportunities with limited downside market risk. An early advocate for the BCA, Mr. Yekani offered advice on how to assist individuals planning for retirement and discussed where the retirement income industry is going.
In addition to his professional activities, Mr. Yekani engages in a variety of outdoor pursuits. He enjoys traveling and boating, as well as playing tennis.