Cetera Investment Advisers
44yrs
Top advisor by experience in San Ramon
24yrs
Nicholas Ventimiglio
Financial advisor at Giving Tree Wealth Advisors
Based in San Ramon, California, Nicholas Ventimiglio is a fiduciary financial advisor with 24 years of industry experience. Nicholas has been with Giving Tree Wealth Advisors since 2021; before that, Nicholas spent four years at First Allied Advisory Services and 15 years at Nicholas Ventimiglio, Cdfa. Giving Tree Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 265 advisors with offices in San Ramon, and one of 238 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office2603 Camino Ramon 200, San Ramon, CA 94583
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$617,485
Advisors at the firm2
States licensed ?2 states
Services through Giving Tree Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowGiving Tree Wealth AdvisorsCurrent firm
- 2012 – 2016First Allied Advisory Services, Inc.Previously
- 2010 – 2025Nicholas Ventimiglio, CdfaPreviously
- 2007 – 2012First Allied Securities, Inc.Previously
- 2004 – 2007KIM Financial Advisors, Inc.Previously
- Sep 2003 – Jul 2004MML Investors Services, LLCPreviously
Questions to ask Nicholas
Tailored to Nicholas’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nicholas
How do I contact Nicholas?
Call Giving Tree Wealth Advisors at (844) 434-6435 and ask for Nicholas Ventimiglio. Nicholas works from the San Ramon, CA office.
How long has Nicholas been a financial advisor?
Nicholas has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Nicholas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nicholas a fiduciary?
Nicholas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nicholas paid?
Giving Tree Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Nicholas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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