Nicholas Barrett John

About Nicholas

With over 26 years of experience in financial services, including 10 years focused on cryptocurrency and alternative assets, Nicholas works with clients of all experience levels. He values education, transparency, and long-term strategy tailored to each investor’s goals.

Nicholas’s expertise spans traditional investment strategies as well as the rapidly evolving world of digital assets. His diverse background allows him to offer holistic financial advice, integrating the latest trends with proven investment principles.

Outside of work, Nicholas is an avid learner and technology enthusiast. He believes in building strong client relationships and empowering individuals through financial literacy and innovative tools. His passion for education extends beyond the office as he regularly hosts workshops and webinars.

In his free time, Nicholas enjoys traveling, staying active, and reading about the intersection of technology, finance, and the future of digital assets.

Work History

OSAIC WEALTH, INC.

Position: Mass Transfer (Investment-related)

Location: Yorba Linda, CA

Duration: Jan 2024 – Present

WOODBURY FINANCIAL SERVICES, INC.

Position: Registered Representative

Location: Yorba Linda, CA

Duration: May 2005 – Jan 2024

Other Business Activities

Remland Insurance

Role: Agent (Sole Proprietorship)

Location: 636 E Chapman Ave, Orange, CA

Started: Mar 31, 2014

Focus: Term & fixed life insurance, health insurance (non-investment related)

Weber Wealth Advisors

Role: Investment Advisor Rep / Financial Advisor

Location: 22800 Savi Ranch Pkwy, Yorba Linda, CA

Started: Apr 25, 2018

Focus: Full advisory services under marketing name for Woodbury Financial

Nicholas Barrett John (Business)

Role: Insurance Agent (Sole Proprietorship)

Location: 22800 Savi Ranch Pkwy, Yorba Linda, CA

Started: Oct 1, 2018

Focus: Fixed annuities and life insurance (non-investment related)

FAQ

Do I need to know anything about crypto before working with you?

Nope! I work with total beginners and seasoned investors alike.

Is my money safe?

I provide education and strategies that prioritize your financial safety and long-term success. I don’t directly hold client assets.

How much experience do I need to start investing in cryptocurrency?

No experience is necessary! I guide you through the process at your pace.

Can you help with traditional investment strategies too?

Yes. I also advise on stocks, bonds, and mutual funds for a balanced portfolio.

How often will we communicate about my investments?

As often as you prefer—quarterly reviews, regular updates, and on-demand sessions.