Nick Bero

Director of Trading
Nick Bero | TSG Wealth Management

Nicholas (Nick) Bero joined TSG Wealth Management in 2022 as the Director of Trading. He maintains that he has a “healthy obsession” with trading and investment management. Nick enjoys learning about new industries that will shape the landscape of our lives and having the opportunity to invest within those companies. By joining TSG’s trading and investment team he is able to take advantage of a unique opportunity to expand his career and follow his passion.


Nick enjoys the consistent challenge presented daily as the markets are always changing. In an industry that can appear extremely complex, he focuses on keeping things as simple as possible for the clients. This helps him stay grounded, have an open mind, and continue to learn.


Nick is a California guy through and through, born and raised in Ventura, he spent his college years playing baseball for California State University, San Bernardino and he currently resides in Newport Beach while working out of the main TSG office in Long Beach.


Around Nick’s junior year of college, he saw firsthand the importance of investing and effectively managing one’s finances. After realizing there is a life after baseball, he found a new love for the unique challenges and competition presented by the financial markets.


Nick is excited not only about the financial industry, but the team he’s found at TSG. He loves the culture of the TSG team saying it “is by far the best I have seen in this industry.” Impressed by the commitment to the clients and the ability to be yourself. He feels it creates a positive environment that breeds success.


When he’s not working you might find Nick playing a round of golf with his friends. Or if he finds the time he just may be on his favorite Hawaiian island, Kauai.


California Insurance License #4032938

You may not know this about Nick Bero…


He is a huge sports fan that enjoys rooting for the Los Angeles Dodgers and Chicago Bears. Plus he has “the biggest sweet tooth known to man.”