Nicole Letarte, CRPC®, AAMS®
Partner and Financial Planner
Nicole started in the Financial Services industry in 2015. She holds the CRPC® designation (Chartered Retirement Planning Counselor) and the AAMS® designation (Accredited Asset Management Specialist) from the College for Financial Planning. Nicole is passionate about working with young professionals, families, and clients approaching retirement to pursue financial independence. Her main focus is to create customized plans for each unique situation and help them reach their short and long-term goals.
Some of Nicole's hobbies include wine tasting, golfing, and traveling with her husband Max. They try to take at least 2 international trips every year to somewhere they've never been. Some of their favorite places they have visited are the Maldives, Kenya, and Japan. They love exploring new cultures and trying new food.
