Talk to us Meet Nicole
What do you enjoy most about wealth management?
I enjoy building relationships with clients and helping them feel more confident and secure about their financial lives. Guiding them through important decisions and seeing the impact on their quality of life is really rewarding.
What's the biggest challenge?
Balancing complex financial planning with each client’s unique emotional needs and goals. Money is deeply personal, and translating technical strategies into something meaningful for them can be very rewarding.
What do you love most about being part of Aspiriant?
I love the collaborative environment and the way our team always puts clients first. It feels like we’re all working toward the same mission of improving people’s lives, not just managing their finances.
What quality of yours makes you best suited to what you do?
I’m an excellent listener, which helps me understand not only what clients say, but better pinpoint what they really need. I want my clients to feel confident and supported in the decisions they make, so I approach every conversation with empathy and genuine care.
What do you love to do outside of work?
I enjoy spending time with family and friends, staying active, traveling, and watching baseball (go Dodgers!).
What would you be doing if you weren't working for Aspiriant?
I would probably be in project management or even a wedding planner — roles that let me help people stay organized, manage details and make meaningful progress toward their goals.
What personal accomplishments are you most proud of?
Maintaining close ties with my family despite living far apart, prioritizing my health and fitness and building a career that gives me both purpose and balance.
Bio
Nicole joined Aspiriant in 2019 as an associate in Client Service Operations and transitioned to Wealth Management in early 2022. She has a decade of experience within the financial services industry, including three years of serving high net-worth individuals and families. In addition to her client service responsibilities, Nicole also serves as the subject matter expert on Marriage and Divorce for the company.
Prior to joining the firm, Nicole spent three years at a Los Angeles-based financial company as a Loan Administrator and Credit Analyst.
Nicole earned a bachelor’s degree in economics from California State University, Long Beach. She earned her Certified Financial Planner® certification in 2022.
Nicole relocated back to Los Angeles in 2023 after spending several years in San Francisco. She has a passion for planning and organization — whether it’s a client’s financial plan or a project of her own.
