Nick Hjorth, CPA, CLTC in

Nick Hjorth, CPA, CLTC

Visionary · DISC type Ds
Partner/Wealth Advisor at DH Financial & Insurance Services
📍 Upland, California, United States

Nick is a Partner at DH Financial & Insurance Services, specializing in wealth management, legacy planning, and business continuity for successful families and businesses. A graduate of Claremont McKenna College and former PwC auditor, he holds CPA and CLTC designations and has been recognized by Forbes as a top financial professional.

Based in the Pasadena area with his wife and three children, Nick is an active traveler, avid bicyclist, and hiker. He is very involved with his children’s activities and local charities, balancing his professional commitments with a strong focus on family and community.

His bucket list goal is to bike across the United States from Washington D. C. to Washington state.

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Experience
22 Years
Current Role
Partner/Wealth Advisor
Location
Upland, California, United States
Personality Overview

How Nick shows up

Fast But Thoughtful
Objective Evaluator
Early Adopter

They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics Nick cares about

Legacy Planning
A core part of his practice, focusing on helping families and business owners implement lasting legacies that reflect their values and goals.
Business Continuity
He specializes in assisting business owners with purposeful and strategic financial decisions, including exit and continuity planning.
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Career

Work history

12-2002
Partner/Wealth Advisor
DH Financial & Insurance Services
2-2004
Financial Adviser
Eagle Strategies, LLC
Senior Associate
PricewaterhouseCoopers
In the press

Media appearances

Nicholas Hjorth - DH Financial & Insurance Services - Forbes. Featured in Forbes
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Education
1997 - 5-2000
BA in Economics/Accounting
Claremont McKenna College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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