Nicole directly supports the client activity for both Aries and Kathleen. As a paraplanner she coordinates client meetings, service requests and all levels of advisor support for the financial life planning work we do for clients.
Prior to joining the San Diego Wealth team, she worked for both estate planning and investment/insurance planning firms. She has a passion for planning and helping bring peace of mind to our clients.
Nicole graduated from the University of San Diego with a B.A. in English Language and Literature and Paralegal Certification. Nicole was honored to be the 2013 recipient of the David M. King Merit Scholarship from the College for Financial Planning and is currently studying for her Certified Financial Planner certification.