727.910.2001 [email protected]


Nick Bogdan

Financial Advisor, RJFS


Nick believes that everyone should be provided the knowledge and tools needed to navigate the complexities of life to make informed decisions that align with their aspirations.

He takes pride in helping clients preserve and grow their hard-earned assets, guiding them toward the future that they deserve.

With a refined approach and a commitment to their financial success, he is a dependable companion on this journey,  ensuring they can enjoy life by focusing on the things that mean the most to them.

Learn More about Nick

Background and Experience

Nick began his career with Coastal Bay Wealth shortly after graduating from the University of South Florida where he earned a bachelor’s degree in finance.

For him, education is an ongoing commitment, and he prioritizes daily learning to stay informed in the ever-evolving financial landscape. His approach to financial advising
is rooted in the belief that everyone deserves adept and honest financial guidance. Driven
by diligence, he takes immense pride in helping people from all backgrounds achieve
their goals for themselves and the ones they love.

By forging meaningful relationships with his clients, Nick gains a thorough understanding
of their unique financial goals, enabling him to provide intricate personalized financial

away from the office

As a Pasco County native, Nick’s love for Florida’s natural beauty developed while growing up in Trinity, Florida. He is an avid outdoorsman with a passion for boating and offshore fishing. His knowledge of the maritime industry and genuine appreciation for the ocean led him to become a licensed captain in 2021.

When he’s not out on the water, Nick can be found enjoying country music concerts, staying active exercising, and spending quality time with his family that resides in Weeki Wachee, Florida.