Nicole R. Hanson, CFP^®

Nicole has 15 years of experience as a financial planner coordinating with clients to define their most important goals and develop strategies to reach them. Clients appreciate her caring and thorough approach to coaching them through the financial aspects of life’s transitions. Nicole is a Certified Financial Planner™ (CFP) and a Chartered Life Underwriter (CLU) and has a Master’s degree in Financial Planning from Golden Gate University, a Certificate in Personal Financial Planning with Distinction from UC Berkeley Extension, and a Bachelor of Arts degree from Oberlin College. She is a member of the Financial Planning Association. Nicole and her family reside in the Montclair district of Oakland and are actively involved in their school community.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances