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Nichole Mayer, CFP®, CExP™, RICP®

Nichole Mayer, CFP®, CExP™, RICP®

Wealth Management Advisor

Helping Executives & Business Owners obtain financial balance for today and for their retirement is the greatest aspect of Nichole’s work. Since joining WestPac Wealth Partners in 2014, Nichole Mayer has developed a team of leading industry professionals to provide clients with comprehensive financial planning.

Nichole’s all-encompassing client approach includes asset coordination, wealth accumulation, tax strategies, and retirement income forecasting.

As a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities, she measures success by implementing financial coordination with a proactive approach.

Nichole Mayer graduated from Arizona State’s W.P. Carey School of Business in 2006 and accepted a position in San Diego where she spent eight years as an insurance broker providing marine insurance for high net-worth individuals throughout the US and abroad. It was in this dynamic environment she gained a passion for identifying and achieving life goals, financial planning, and wealth management through financial coordination.

Nichole and her husband, Hunter, are proud to be able to call San Diego home for more than 17 years. In her spare time Nichole enjoys running half marathons, local hiking, and spending time outside with their bulldogs, Charlie & Frankie.

Interested in connecting? Schedule a call or meeting by clicking here.

Listen to "Breaking the Chains of Debt," a Standard Deviations podcast with Nichole Mayer and Dr. Daniel Crosby.

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Determining Business Value: The Inconsequential Owner

What We Do And Why:

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd. #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0F54659| 2023-160751 Exp. 08/25