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
  • 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 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.

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

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This Office

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