From Catcher to Counselor: Nick McCoy’s Journey from Pro Baseball to Financial Planning

In this episode of Carlsbad People, Purpose, and Impact, host Bret Schanzenbach sits down with Nick McCoy, former pro baseball player turned financial advisor at Stifel Financial.Nick shares his journey from Little League in San Diego to being drafted by the New York Yankees, grinding through the minor leagues, and later scouting internationally for the Los Angeles Angels—all while earning his MBA at USC. He reflects on the discipline and resilience sports instilled in him, and how those lessons carry into his current career helping clients navigate financial decisions.Now rooted in Encinitas with his young family, Nick emphasizes the importance of trusted financial guidance—especially for athletes and families managing life transitions. He also highlights Stifel’s culture of stability and client-first service, as the firm expands its presence in Carlsbad..This conversation blends stories of sports, business, and life purpose—perfect for anyone navigating big career or financial transitions. Did this episode have a special impact on you? Share how it impacted youCarlsbad Podcast Social Links:LinkedInInstagramFacebookXYouTubeSponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting