Nicole currently serves as the Resident Director of the Laguna Niguel office. She started her financial services career in 2012 and joined Merrill in October of 2020. Nicole prides herself in her ability to simplify complex ideas and develop strategies to help clients achieve their financial goals.
Nicole is a graduate of Cal State Long Beach with a Bachelor of Science in International Business. She is a CERTIFIED FINANCIAL PLANNER™, CFP® professional and holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Yale School of Management.
Nicole's financial advisory practice is centered around multigenerational wealth. She is passionate about educating families to help them make more informed financial decisions. She focuses on the importance of wealth planning and creating an easy to follow detailed plan for each of her clients. She helps families create organized guides with clear instructions about their wishes for their wealth and spends a significant amount of time on wealth transfer planning to help maximize efficiencies.
Nicole grew up in Southern California and currently resides in Orange with her husband Alex and their rescue dog Bo. In her free time she enjoys hiking, yoga and rescuing dogs.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
