Nichole B.

Sr. Manager Advisory & Planning - IS PS

Role: Financial Advisor at Personal Capital
Location: Loveland, CO, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor
Personal Capital
Oct 2022 — Present

Contact information

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•••••@personalcapital.com
Personal email
•••••@•••••.com
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Current company

Personal Capital

Financial Services · 1.8K employees · Redwood City, California, United States

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. Transform how you track and manage your financial life with Personal Capital.

personalcapital.com

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Experience

Financial Advisor

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