NerdWallet Wealth Partners, LLC

Tracey Rinaldi is a financial advisor at NerdWallet Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and previously spent ten years with Capital Group Private Client Services. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individual and high-net-worth clients. The firm employs passive, asset-class-based portfolios using index mutual funds and ETFs, complemented by fundamental analysis and customized investment policy statements, and offers financial planning services with ongoing monitoring and annual reviews.

Isabella Mc Closkey is a financial advisor with NerdWallet Wealth Partners, LLC and holds a Series 66 designation. She has recent experience working at Equitable Advisors, LLC and Nexus Ligas, with a background including her education at the University of Michigan. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm offers discretionary portfolio management and financial planning services, typically using passive, asset-class-based portfolios supported by fundamental analysis and tailored investment policy statements.

Michael Fishman is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 designation and nine years of industry experience. He previously worked at Goldman Sachs from 2016 to 2025 and has been with NerdWallet Wealth Partners since 2025. Michael also took a year for extended travel in 2025. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm uses passive, asset-class-based portfolios with index funds and ETFs, supported by fundamental analysis and tailored investment policy statements, and offers financial planning services at multiple levels with ongoing monitoring and annual reviews.

Daniel Sterling is a CFA® charterholder with nine years of industry experience. He currently serves as an advisor at NerdWallet Wealth Partners, LLC and previously worked at Future You Wealth, LLC and Capital Guardian Trust Company. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm utilizes passive, asset-class-based portfolios with index mutual funds and ETFs, combined with fundamental analysis and tailored investment policy statements, while providing financial planning through ongoing monitoring and annual reviews.

Joshua Rubin is a CFP® and Series 66-licensed advisor with four years of industry experience. He is currently with NerdWallet Wealth Partners, LLC and previously worked at NewEdge Wealth and UBS Financial Services. Outside of his advisory role, he serves as an analyst for Rubin Capital Corp, a boutique investment banking company focused on raising capital for smaller private businesses. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm employs passive, asset-class-based portfolios using index mutual funds and ETFs, complemented by fundamental analysis and tailored investment policy statements, and offers financial planning services across three levels.

Nicholas Churkovich is a financial advisor at NerdWallet Wealth Partners, LLC with a Series 65 designation and experience spanning several roles since 2012, including positions at Deloitte, Garnaut Private Wealth, and Koda Capital. He joined NerdWallet Wealth Partners in 2025. His background also includes time spent in the travel industry and academic experience at Monash University. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individual and high-net-worth clients. The firm employs passive, asset-class-based portfolios using index mutual funds and ETFs, combined with fundamental analysis and client-specific investment policy statements, and offers financial planning services at multiple levels with ongoing monitoring and annual reviews.

William Toczylowski is a CFP® with two years of industry experience, currently serving at NerdWallet Wealth Partners, LLC. His prior roles include positions at Future You Wealth LLC and Capital Group Private Client Services. NerdWallet Wealth Partners is an SEC-registered advisory firm with a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm offers discretionary portfolio management and financial planning using primarily passive, asset-class-based portfolios supported by fundamental analysis and client-specific investment policy statements.

Alexander Kemp is a Series 65-licensed financial advisor with one year of industry experience. He is currently with NerdWallet Wealth Partners LLC and previously worked at Zoe Financial, Inc. for seven years, as well as holding roles at infor and Hometeam. Zoe Financial, Inc. provides an online referral service that connects individual and high-net-worth users to third-party registered investment advisers through its Zoe Advisor Network. The firm focuses on referrals and platform services, offering a turnkey asset management platform that supports participating RIAs rather than directly managing retail client accounts.

Michael Letzter is a financial advisor at NerdWallet Wealth Partners, LLC, holding a Series 66 designation with four years of industry experience. His prior experience includes roles at Sanford C. Bernstein & Co., LLC and Rockefeller Financial LLC. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million, serving individuals including high-net-worth clients. The firm focuses on passive, asset-class-based portfolios using index mutual funds and ETFs, combined with financial planning services tailored to client needs.

James Bashall is a Series 65 licensed financial advisor with two years of industry experience. He currently works at NerdWallet Wealth Partners, LLC and has previously been affiliated with Future You Wealth, Anchor Capital, Step Advisory, and KPMG. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individual clients, including high-net-worth individuals. The firm focuses on passive, asset-class-based portfolios using index mutual funds and ETFs, combined with fundamental analysis and client-specific investment policy statements to tailor allocations and risk.

Peter Mc Ginley is a CFP® currently with NerdWallet Wealth Partners, LLC. He has eight years of prior experience at Bank of New York Mellon, N.A. before joining his current firm in 2025. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm offers discretionary portfolio management and financial planning, typically using passive, asset-class-based portfolios with index mutual funds and ETFs tailored through fundamental analysis and client-specific investment policy statements.

Lauren Sterling is a financial advisor with NerdWallet Wealth Partners, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining NerdWallet Wealth Partners in 2025, she worked at Future You Wealth and Golub Capital. NerdWallet Wealth Partners is an SEC-registered advisory firm composed of a team of seven advisors managing approximately $236 million for individuals, including high-net-worth clients. The firm offers discretionary portfolio management and financial planning services, typically implementing passive, asset-class-based portfolios using index mutual funds and ETFs tailored by fundamental analysis and client-specific investment policy statements.

Scott Brazina is a financial advisor at NerdWallet Wealth Partners, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining NerdWallet Wealth Partners in 2025, he worked at Capital Group for one year and held multiple roles at Tough Mudder from 2019 to 2024. NerdWallet Wealth Partners is a team of seven advisors managing approximately $236 million for individual and high-net-worth clients. The firm employs a passive, asset-class-based investment approach using index mutual funds and ETFs, combined with financial planning services tailored through client-specific investment policy statements.