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Nicholas Dodson

Advisor Image
Nicholas Dodson
Financial Advisor
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Higher Education Planning
Young Families
Healthcare Professionals
About Nicholas Dodson
About Nicholas Dodson

I’ve been drawn to finances from a young age—naturally saving, investing, and thinking ahead about how to build a strong future. That early passion has grown into what I do today: helping others bring clarity and direction to their financial lives through personalized guidance and education. Nothing brings me more fulfillment than sitting down with someone and helping them truly understand their financial options and the path forward.

After growing up in Orange County and staying active in sports, I graduated from UC Irvine with a degree in Social Sciences and began my career with Amazon. While that role built a strong foundation, I found myself looking for something more meaningful—something that allowed me to serve people directly. That led me into the financial services industry, where I quickly realized the impact I could have on individuals, families, and my community.

I’m proud to work with Thrivent because of its focus on putting clients first and its foundation in faith, service, and generosity. Being part of a values-driven organization allows me to serve with both integrity and purpose, knowing we’re focused on what’s truly best for the people we work with. Outside of my career, I attend Good News Church of Anaheim and enjoy giving back whenever possible, with a personal passion for environmental causes—especially reforestation.

My qualifications
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Arkansas(Insurance Lic. #21335323)
  • California(Insurance Lic. #4411633)
  • Colorado
  • Florida
  • Illinois
  • Oregon
  • South Carolina
  • Texas

Insights

Top 7 charitable giving strategies: Maximizing tax benefits and impact
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Charitable giving & financial planning: Strategies to maximize impact
Charitable giving & financial planning: Strategies to maximize impactIf giving is important to you, consider a strategy that maximizes your charitable impact.
Insight image
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose. Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
Office location
Irvine Location
49 Discovery ste 140
Irvine, CA 92618
Phone657-377-1755Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations