Nicole Gobel
Wealth Advisor & Tax Planner @Bouchey Financial Group, Ltd.
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WORK HISTORY
Wealth Advisor & Tax Planner @Bouchey Financial Group, Ltd.
Troy & Saratoga Springs, NY, US
EDUCATION
The College of New Jersey
BS, Business Administration/ Economics Minor
Fairleigh Dickinson University
Master of Science in Accounting
ABOUT NICOLE GOBEL
In my role as Wealth Advisor, CPA and CDFA I am passionate about helping and educating clients. Through effective investment management, financial and tax planning my goal is to ensure each client has a clear path to save, transition to or continue to enjoy their retirement. While I do not directly offer services around insurance or estate planning, I make sure to discuss these topics, provide recommendations and connect my clients with trusted partners in the industry. Personally, I am also committed to promoting financial literacy across our community. I am also focused on ensuring other women have opportunities to advance in their financial service careers and that we have the tools in place to better assist our female clients.
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