Nadine Thibault

About Nadine Thibault

I’m a Private Wealth Advisor and CFP® professional with over a decade of experience helping individuals and families make informed, values-based financial decisions. My work sits at the intersection of technical expertise and personal connection: guiding clients through the complexities of wealth with clarity, strategy, and purpose.In my current role, I lead our firm’s advice team and provide holistic wealth management for clients, and oversee the development and delivery of comprehensive planning strategies. From equity compensation and business succession to multi-generational estate planning and tax optimization, I work closely with clients to ensure every piece of their financial life is working in harmony.Our firm is 100% remote, allowing us to serve clients across the country while maintaining a highly collaborative, team-driven culture. I’m passionate about creating systems that scale quality advice, elevate the client experience, and support both personal and professional growth within our team.I am based in the Bay Area with Midwest roots. I welcome connections with fellow advisors, founders, and professionals who are equally committed to the future of financial planning and delivering thoughtful, impactful advice.

Experience

1. Director of Financial Planning

   Relevé Financial Group

   Jan 2022 — Present · San Francisco, CA, US

Education

• University of St. Thomas

  Bachelor of Science (BS), International Economics

  2011 — 2015

Skills

• Teamwork
• Critical Thinking
• Non-Profits
• Time Management
• Community Outreach
• Microsoft Excel
• Powerpoint
• Research
• Strategic Planning
• Public Speaking
• Financial Analysis
• Leadership
• Economics
• Data Analysis
• Volunteer Management
• Microsoft Word
• Microsoft Office