Together, we will get your finances organized, plan for college, and pick your investments. Everyone has blind spots in their personal finances. I assess financial behavior to better understand what your specific needs are. "Personal finance is less finance, and more personal."
I will find the perfect solutions for your specific struggles. My passion and effort goes into a tailor-made financial plan just for you.
WORK WITH ME
I graduated Cal state Fullerton with my degree in Personal Finance in 2012 and have been in financial services since then, going on 11 years now. I got licensed at Waddell & Reed and that is where I started my career. In 2018 I earned my CERTIFIED FINANCIAL PLANNER™ designation, the CFP®, and in 2022 I earned my Behavioral Financial Advisor (BFA™) designation. I have worked with top financial advisors in the industry for the past 10 years and now ready to fly on my own. Well not 100% on my own. I am heavily involved with the financial advisor community and staying up to date on relevant topics and are able to bounce ideas off each other. I am a part of the XY Planning Network (XYPN), the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA).
Passionate about helping others, Nycole has earned a reputation as an entrepreneur who leads with warmth, compassion, and a relentless dedication to helping others succeed.
“When I was almost 20, I went to into a well-known bank branch and spoke to an advisor. I shared that I had $500 to invest. He told me to come back when I had more money. I never went back – instead I became the advisor I was looking for,” says Nycole.
Serving young entrepreneurs, families, women and children for over a decade as a trusted advisor, Nycole is the visionary behind Eden Financial. Founding her company in 2023, Nycole doubled down on her commitment to educating others on how to build a thriving financial life. With the belief that personal finance is “more personal than finance,” Nycole has helped others bring their financial goals to life by first understanding them as people. Investing quality time into building a relationship with each person she serves is of the utmost importance to Nycole.
“I want to be able to help people like my younger self, who had the right financial intentions but who needed guidance on everything from A-Z when it comes to financial planning and investing.”
Sought out for her valued counsel and tailor-made approach, Nycole works with her clientele as their financial “partner,” seeking to educate them every step of the way so they can become more confident along their wealth building journey. With a diverse and comprehensive background, Nycole has built Eden Financial as a one-stop shop powerhouse for those who value quality in both service and results.
Nycole and her firm offer financial planning support in the following areas: college planning, investment planning, retirement planning, life planning, tax planning, debt planning, insurance planning, income planning, social security planning, savings planning, charitable planning, succession planning, estate planning, and legacy planning. She also helps her clientele understand the psychology of financial planning, cash flow management, financing strategies and debt management techniques, as well as how to understand financial statements.
As an inspired leader who knows that true success comes from helping others, Nycole is highly involved in a variety of personal and professional organizations. She believes in following your dreams and never settling for less than your potential. As a mom, wife, health and wellness advocate, and forever student of life, Nycole continues to challenge herself to rise to her potential, and encourages others to never settle for less than what their goals are.
“There is no Plan B for your A game.” –Bo Eason
CFP® Designation, Cal State Fullerton
BFA™ Designation, Think2Perfom
Series 66 Licensee
Series 7 Securities Licensee
Accident, Life and Health Insurance Licensee
Bachelor’s Degree, Personal Finance, Cal State Fullerton
Author, “Haisley's Birthday Money"
Ramsey Solutions Master Financial Coach
Member, XY Planning Network (XYPN)
Member, Financial Planning Association (FPA)
Member, National Association of Personal Financial Advisors (NAPFA)
Member, The AGC™ - Advisors Growing as a Community
Member, Aliso Viejo Chamber of Commerce
Member, Orange County Young Republicans
Member, Saddleback Church
Member, Orange County Advisor Network
Member, Fee Only Network