Nichole is a Wealth Management Advisor at Westpac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities.
Upon graduating from Arizona State’s W.P. Carey School of Business in 2006, Nichole accepted a position in San Diego where she spent eight years 8 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.
In 2014, Nichole joined Westpac Wealth Partners of La Jolla, California. Nichole has since developed a team, which includes industry professionals, to provide clients with comprehensive financial planning. Nichole’s broad-spectrum client approach includes asset coordination, wealth accumulation, tax strategies, and retirement income forecasting. She applies this strategy to help executives and owners with personal and business planning.
She holds Series 7, 66, Life & Health, Variable and Personal Lines licenses along with the Retirement Income Certified Professional designation (RICP).
Nichole was recently featured on Dr. Daniel Crosby's podcast "Standard Deviations," where she talked about breaking the chains of debt. Click here to listen to the podcast.
Nichole and her husband Hunter are proud to be able to call San Diego home for more than 13 years. In her spare time, Nichole enjoys running on the boardwalk, hiking, and spending time with their English Bulldog, Charlie.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 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 an indirect, 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| 2019-80475 | Exp. 05/21