As a seasoned financial planner, Nicolle specializes in a wide array of financial strategies including asset allocation, investment policy, venture liquidation, tax minimization, and estate planning. However, her true passion lies in empowering her clients and her community through financial education. Renowned for her dedication to client success, Nicolle is known for her active listening skills and her ability to tailor bespoke solutions that align with her clients' priorities and more importantly their values. Her approach is both comprehensive and innovative, allowing her to not only shape their balance sheets but also creatively solve for their lifetime and legacy goals.
Nicolle holds a dual bachelor's degree in Marketing and Business Management from the University of Arizona, complemented by a Masters of Science in Organizational Development from the University of San Francisco.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.