Nicole Letarte
Financial Planner at Modern Wealth Design
- Role
- Partner and Financial Planner at Modern Wealth Design
- Location
- Anaheim, CA, US
- LinkedIn followers
- 500 followers
About Nicole Letarte
Comprehensive Financial Planner that creates customized plans to address client’s concerns, retirement goals, and financial objectives.
Experience
Partner and Financial Planner
Mar 2017 — Present · Orange County, CA, US
Modern Wealth Design125 S. Olive St.Orange, CA 92866Direct Line:(71••••••59Securities offered through J.W. Cole Financial, Inc.(JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc.(JWC). Modern Wealth Design and JWC/JWCA are unaffiliated entities. CA Insurance License #0K89549Offering securities to residents of CA, UT, TX, MD, MA, AZ, IN, NV, FL, OR, KY, and ID.
Education
Cal State Fullerton, College of Business and Economics
Bachelor of Arts - BA, Financial Planning and Services
2012 — 2016
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