The Founder and Creator of UPLEVEL, is one extraordinary women who has risen above to excel, take a moment to read her bio. Nichole is a Financial Services Professional serving the Greater Los Angeles area. As a single Mother, she understands the importance of creating a financial foundation to last for a lifetime, if not, for generations to come. With her holistic planning approach, she not only considers the protection, accumulation and distribution of funds, but also the tax environments of various investments. Her specialty lies in creating tax-free retirement income for her clients, effectively minimizing the sum of money paid to the IRS upon retiring, thus maximizing returns. Nichole understands the importance of nurturing the relationship between you and your money. As she humorously explains to her clients, ”If you give your money plenty of attention, find out exactly where it’s going and what it’s bringing home in return, your money will make you happy. On the contrary, if you are reckless with your money and allow it to sit stagnant in the bank, missing out on opportunities, your money will leave you frustrated. If you don’t put the time and effort into making your financial relationship a priority, as with any relationship, it will fail.” In addition to working with her clients, Nichole is the Founder of UPLEVEL, a charitable networking group for entrepreneurial women in the Los Angeles area and creator of Night Of Wonders, an annual fundraiser for the Small Wonders Foundation. Nichole is licensed with the California Department of Insurance, CA License #0I24568, FINRA Registered Representative with NYLIFE Securities LLC & New York Life Insurance Company.
Posted on: Mon, 17 Mar 2014 16:15:48 +0000
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