CFP®, CDFA™
Wealth Advisor, Managing Director
While Nicole Romito has clients who are in all the different cycles of life, she gets an extra boost collaborating with women who are going through a transition and are making life altering financial decisions. This could be due to divorce, becoming a widow, selling their business or being able to retire from their corporate executive career. Having gone through a divorce herself and leaving a 10-year career with a bank to start her own financial planning practice, Nicole understands the stress of being 100% responsible for your financial security. That is why Nicole invests extra time and works with her clients and their other professionals (such as their attorney and tax advisor) to create a plan which helps take them from a place of fear and uncertainty to one of clarity and confidence.
Nicole received his bachelor’s degree is finance from St. Louis University and is both a CERTIFIED FINANCIAL PLANNER® and a Certified Divorce Financial Analyst™. Nicole is a Big Sister at Big Brother, Big Sister of Chicago, and a board member of Girls in the Game and The Fairway Network. In her free time, Nicole is an avid golfer, baker, cook, traveler, and dreams of performing at Second City.