Nick Casaccia, CPA, CFP®

Wealth Advisor at Bordeaux Wealth Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Los Gatos, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
Skills

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Bio

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Credentials

  • Certified Financial Planner (CFP®)
    CFP Board
    Oct, 2020
    - Nov, 2024
  • Certified Public Accountant (CPA)
    California Board of Accountancy
    Aug, 2018
    - Nov, 2024

Experience

  • Bordeaux Wealth Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Jan 2021 - Present

    • Associate Wealth Advisor
      • Jun 2018 - Dec 2020

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Assurance Associate
      • Jan 2017 - May 2018

  • Santa Clara University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Leavey School of Business Peer Advisor Executive Board
      • Jun 2015 - Jun 2016

      Accepted offer to serve on the Peer Advisor Executive Board for the 2015 – 2016 academic year after working as a Peer Advisor for the previous academic yearOversaw the hiring process for incoming Peer Advisors, planned and led training sessions, and advised select business students

    • Leavey School of Business Peer Advisor
      • Aug 2014 - Jun 2015

      Selected by the Leavey School of Business as one of 27 students to represent the school’s undergraduate advising programHeld weekly office hours and communicated with assigned group of 14 freshmen business students to assist with course scheduling, academic regulation adherence, and utilization of campus resources

  • EY
    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Assurance Intern
      • Jun 2015 - Aug 2015

  • Adobe
    • United States
    • Software Development
    • 700 & Above Employee
    • Revenue Operations Analyst Intern
      • Jun 2014 - Aug 2014

      Analyzed sales contracts to determine proper revenue recognition in accordance with US GAAP and technical accounting guidance Worked with Corporate Accounting, Deal Desk, and Sales units regarding revenue bookings Gathered and prepared data and supporting documents for Q3 internal audits International experience at Adobe’s office in Tokyo, Japan, analyzing sales contracts pertaining to the JAPAC region and working hands on with the office’s revenue and Deal Desk analysts Analyzed sales contracts to determine proper revenue recognition in accordance with US GAAP and technical accounting guidance Worked with Corporate Accounting, Deal Desk, and Sales units regarding revenue bookings Gathered and prepared data and supporting documents for Q3 internal audits International experience at Adobe’s office in Tokyo, Japan, analyzing sales contracts pertaining to the JAPAC region and working hands on with the office’s revenue and Deal Desk analysts

  • Santa Clara University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Summer Orientation Leader
      • Apr 2013 - Sep 2013

      Served as an ambassador for the university by welcoming roughly 1,300 incoming students and their parents to the Santa Clara University community Worked with a team of 31 student leaders to coordinate informational sessions and a comprehensive schedule of activities for students and parents Represented the university as an active participant on panels with parent audiences ranging between 200 – 400 Facilitated ice breaker activities, discussions, and question-and-answer sessions for both incoming students and parents Show less

Education

  • Santa Clara University
    Bachelor of Commerce (B.Com.), Accounting
    2012 - 2016
  • Bellarmine College Preparatory
    High School Diploma
    2008 - 2012

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