In person and virtual meetings are available. Please contact our office to schedule.
Advisor picture
First Command San Diego

Nicholas Wakefield

First Command Financial Advisor
Email meGet StartedSee Advisor History
Contact
(619) 299-8772
(619) 299-8772
NWakefield@firstcommand.com
(619) 299-8783
(619) 299-8783
2650 Camino Del Rio North
Suite 210
San Diego, California, 92108
Add to Contacts
Get Directions Link Opens in New Tab
View City Page
About Nicholas
Nicholas Wakefield joined First Command Financial Services as a Financial Advisor in November 2024, following a 5-year career in the United States Navy, where he attained the rank of Lieutenant. Nicholas understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.

A graduate of Ball State University with a Bachelor’s degree in Finance/Economics, Nicholas holds Series 6, 63, 65 securities licenses plus life and health insurance licenses in California and Indiana.

Nicholas is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves.

In his free time, Nicholas enjoys golf, photography, and reading.

First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Nicholas Focuses in:
  • Comprehensive financial planning
  • Military benefits
  • Budgeting
  • Insurance solutions
Recent Google Reviews
5.0/5
Rating 5.0
(1 Google review)
Leave A Review
slide 1 of 1
  • 5 / 5
    Rating 5.0
    I've had the pleasure of working with Nick Wakefield, and I can confidently say he's one of the most genuine, knowledgeable, and caring financial advisors I've met. As a fellow veteran, it's clear Nick understands the unique financial challenges we face - and he's dedicated to helping us navigate them.

    What struck me most about Nick is his ability to break down complex financial concepts into actionable, easy-to-understand advice. He has a gift for filling in the gaps in your knowledge without ever making you feel overwhelmed or dumb.

    I truly felt he was advocating for my financial well-being. He listens, he cares, and he's got my back. No pressure, - just honest, personalized guidance.

    If you're looking for a financial advisor who's the real deal, look no further than Nick Wakefield. He's earned my trust, my respect, and my highest recommendation.
    Response from First Command
    Thank you for your review. We are committed to bringing value to our client families. Let us know if there is anything further we can do to serve you.
Coaching Center
Tools & Advice
VISIT COACHING CENTER
First Command
Find an Office Near You

This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.