Nicole Joko, CFP®

Nicole is a Partner in the Orange County office working as a wealth management advisor helping high net worth individuals and families achieve financial confidence and long-term security. She believes that true wealth management goes beyond numbers — it’s about understanding the people behind the portfolio and building relationships rooted in trust, care, and a deep commitment to her clients’ well-being.

Nicole has over twenty years of experience managing client relationships. Whether she’s guiding a family through a major financial transition, helping a couple plan for retirement, or supporting the next generation in building a strong financial foundation, she approaches every relationship with the same level of dedication and personal attention. Areas of focus include income tax planning and preparation, retirement planning, estate planning, investment management and overall comprehensive financial planning to create personalized strategies that evolve with their lives.

Prior to joining Cerity Partners, Nicole spent 8 years at MullinTBG Advisors as Director of Private Wealth Management and 4 years at The Ayco Company, L.P. a Goldman Sachs company.  Nicole is a CFP® and holds a B.S. in Finance from Long Beach State and completed the UCLA Accelerated CFP® Program in 2012.

Nicole lives in Orange County with her husband and three daughters. Outside of work she and her family are passionate about women’s basketball!

Learn more about my practice.