At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Nader Hazzan is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Nader works closely with high-net-worth individuals, families and business owners across all aspects of their financial lives. He leads a team of Private Bank specialists who work in unison to craft and implement tailored financial strategies related to banking, investment management, liquidity-event strategies, lending, philanthropy and trust and estate planning services. Nader prides himself on intently listening to his clients to understand their goals, all while taking a consultative approach to delivering the full capabilities of Bank of America.
Nader joined Bank of America Private Bank in 2021 and has worked in financial services since 2006. Most recently, Nader served as an Associate at Citi Private Bank, which provided him with experiences and insights into managing the complex wealth planning needs of his clients. He also collaborated extensively with lawyers and law firms.
Nader is a graduate of California State University, Fullerton with a B.A. degree in business administration. He holds the CERTIFIED FINANCIAL PLANNER™ certification.
Nader is an Orange County native, where he lives with his wife and daughter. He enjoys traveling and experiencing new cuisines and cultures, hiking, and spending time with his family.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certificationmark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
- California State University, Fullerton
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.