First Command Financial Advisor - Marcus Little

Nicholas Wallace joined First Command Financial Services as a Financial Advisor in November 2017. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of Arizona State University with a Bachelor's degree in Urban Design, Nicholas holds Series 7 and 66 securities licenses plus life and health insurance licenses in California, Arizona, and Texas. Understanding that the biggest obstacle to financial security for most people is their own behavior, Nicholas serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. He advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Nicholas will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals. Active in his community, Nicholas is a member of San Diego Navy League, La Mesa Chamber of Commerce and San Diego Chamber of Commerce. In his free time, Nicholas enjoys baseball, hiking, and spending time with friends. First Command Financial Services was founded in 1958 by a retired Air Force officer for the specific purpose of improving the financial well-being of military professionals and their families. Today, more than 500 First Command Financial Advisors across the country and abroad, many of whom also served, are committed to the company's Mission of Coaching those who serve in their pursuit of financial security.

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over time I don’t believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients’ best interests. About First Command First Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company’s Mission of “Coaching those who serve in their pursuit of financial security”.

Jason Surya joined First Command Financial Services as a Financial Advisor in October 2009. He previously worked for 10 years as Branch Manager at Wells Fargo Bank. A graduate of San Diego State University with a Bachelor’s degree in Finance, Jason holds Series 7, Series 66 and Series 24 securities licenses plus life and health insurance licenses in California. Jason is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. In his free time, Jason enjoys golf, spending time with family, and traveling. Active in his community, Jason is affiliated with The Navy League San Diego, supporting the US Naval Academy Alumni Association and The Enlisted Leadership Foundation. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”