Nicole Joko
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Nicole Joko

Principal
Nicole is a Principal in the Orange County office. She has twelve years of experience in managing relationships and working with senior executives and high net worth families in the areas of comprehensive financial planning and income tax services. Additional responsibilities included overseeing the Business Management Operations including auditing, quality control, reporting, and distribution, client billing, and liaison with outside vendors.

Prior to joining Cerity Partners, Nicole was a Director of Private Wealth Management at MullinTBG Advisors, a Registered Investment Adviser that provided financial planning and wealth management services to individuals, and investment consulting and advisory services to executive benefit plan sponsors and corporate investment committees. Before creating MullinTBG Advisors, Nicole was a financial analyst at The Ayco Company, L.P., a Goldman Sachs company, where in addition to client responsibilities, she was a regional training coordinator for financial analysts and planners.

She earned a Bachelor of Science in Business Administration from California State University at Long Beach. Her licenses include California Life and Health, and California CTEC Tax Certification.

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Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 W Monroe St
Chicago, IL 60606

(312) 715-3800

Chicago

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Chicago, IL 60601

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Cleveland

Terminal Tower
50 Public Square
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Denver

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Denver, CO 80237

(303) 753-1053

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

(817) 877-1040

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

(310) 456-6343

Louisville

801 Main St
Suite 120
Louisville, CO 80027

(303) 604-0505

New York

335 Madison Ave
New York, NY 10017

(212) 850-4260

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626