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Nicole Hanson, CFP®, CLU

Managing Director of Advisory Services

Nicole has nearly a decade of experience in the financial services industry and joined Personal Financial Consultants Inc. in 2008. Her prior experience includes being a Financial Planner for an independent advisory firm, a Financial Services and Risk Management Specialist for a Fortune 500 Company, and Financial Advisor for a Fortune 100 Company.

She completed the UC Berkeley Financial Planning Certificate Program with distinction in January 2004. The following year she earned designations as a Certified Financial Planner Practitioner™ (CFP®) and Chartered Life Underwriter (CLU). Nicole holds a bachelors degree in English and women’s studies with psychology from Oberlin College and is working towards a master’s degree in Financial Planning and Taxation at Golden Gate University.

Committed to understanding and providing best practices to clients, she is an active member of the Financial Planning Association (FPA) and serves on the conference committee of the FPA Northern California chapter.

Nicole and her husband, Jeff, live in Oakland. In addition to her financial planning activities and studies, she enjoys cooking, gardening, and making jewelry.