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Nicole Joko

Senior Principal @Cerity Partners

Orange County, CA, US
EMAILS
n••••@ceritypartners.com
MOBILE NUMBERS
+17•••••••57

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WORK HISTORY

Nov 2012 — Present

Senior Principal @Cerity Partners

CA

Manages relationships and works with senior executives and high net worth families in the areas of comprehensive financial planning including investments, retirement planning, insurance, estate planning, income tax planning and preparation. Specializes in corporate financial planning to assist executives in extracting the most out of there employee benefit plans including stock options and restricted stock.

ABOUT NICOLE JOKO

Senior Principal at Cerity Partners

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