Nicole is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) with 10+ years of experience in financial services assisting clients with all aspects of financial life planning and portfolio management, along with account support and research. As a fully licensed insurance specialist she also provides insurance solutions as part of the planning process. CA Insurance Lic. #0H80787.
Prior to joining the San Diego Wealth team, she worked for over a decade in financial planning firms. She also worked as a paralegal in Estate Planning while earning a B.A. in English Language and Literature at the University of San Diego and a Paralegal Certification.
Nicole enjoys spending time with her husband and nephews, along with attending classic car shows.