Nicole Roberts (CFP®)

Nicole Roberts focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • Entrepreneurs
  • Federal Employees
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Tax strategy, coaching, and goal planning during:

  • Inheritance
  • Divorce
  • Death of a spouse
  • Job Change
  • Other life changes

I help you stay on track with goals, minimize taxes, build wealth, and be a guide during life changes.

Additional Information

Nicole Roberts, CFP® has 8 years of experience, she is a CERTIFIED FINANCIAL PLANNER™ professional. She has worked at various firms and went independent in 2017 to better serve her clients. She focuses on educating clients about their options during life changes.

She grew up on a potato farm in Idaho. Graduated from Brigham Young University in finance. She and her husband, Allyn, have two pugs. Nicole enjoys snowboarding, wakeboarding, and mountain biking.

Nicole is in the Junior League of Salt Lake City, a volunteer organization to help promote the welfare of women and children in the community. She is also a member of the BYU Management Society, an alumni association to promote Moral and Ethical Leadership.

NAPFA Start Date

June 09, 2020


This Office

630 N Main St Farmington, UT 84025-3652 Phone: (801) 447-4200