Nichole Mayer, CFP®, CExP™, RICP®

Helping Executives and Business Owners Toward Financial Balance and Retirement. Since joining WestPac Wealth Partners in 2014, Nichole Mayer has built a team of industry-leading professionals committed to delivering personalized, comprehensive financial planning. Specializing in assisting high-performing executives and business owners, Nichole helps clients achieve financial balance today and fulfilling retirement for the future.

Nichole’s holistic approach integrates asset coordination, wealth accumulation, tax strategies, and retirement income forecasting. As a Wealth Management Advisor at WestPac Wealth Partners, along with her roles as a Registered Representative (RR) and Investment Advisor Representative (IAR) of Park Avenue Securities, she employs a proactive, results-driven methodology to ensure clients gain clarity, confidence, and a strong sense of financial direction.

Nichole earned her degree from Arizona State University’s W.P. Carey School of Business in 2006 and launched her career as a yacht insurance broker. Over eight years, she worked with high-net-worth clients across the U.S. and internationally, developing a deep passion for financial coordination.

With a focus on long-term success, Nichole helps clients understand that financial planning is a marathon, not a sprint. By promoting steady, deliberate progress, she empowers clients to stay on course toward their goals while celebrating key milestones along the way.

A San Diego resident for over 19 years, Nichole and her husband, Hunter, enjoy the region’s active lifestyle. In her free time, Nichole can often be found running half marathons, hiking local trails, or spending time outdoors with their bulldogs, Charlie and 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

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
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