Nicole Mann, CFP®, CDFA®
Financial Consultant | Capital District
Nicole began her career in the financial industry in 2011. Nicole's approach is deeply personalized-she takes the time to understand each client's unique economic and life situation and matches them with strategies that align with their goals.
Nicole's credentials include FINRA Series 7, 6, 66, and 63 registrations with LPL Financial, her NYS Life, Accident & Health license, CERTIFIED FINANCIAL PLANNER® certification, and the Certified Divorce Financial Analyst designation.
A graduate of SUNY Plattsburgh (and former Plattsburgh State Softball team member), Nicole lives in the Capital Region. Outside of work, she enjoys the outdoors, time with family, and volunteering in the community.