Nicole Simpson (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Most often goes by Nikki - has over 12 years of experience working within all facets of financial services, conducting investment manager research, portfolio performance reporting/analysis, retirement cash flow projections, investment management, risk management, tax and estate.

NAPFA Start Date

October 15, 2019


This Office

18301 Von Karman Ave Ste 410 Irvine, CA 92612-0111 Phone: (949) 247-2067