Financial Advisor
Nicole Carlon
When an individual suddenly finds themselves thrust into a scenario where they become responsible for the financial well-being of their household, it can be overwhelming and they may feel lost. They may have a desire for financial knowledge, financial control, and above all, financial independence, but are unsure where to start. Nicole’s great passion is helping those individuals, whether they are someone entering the workforce, a divorcee, a widow, or a homemaker, find financial freedom.
Collaborating with her clients’ accountants and attorneys, Nicole makes the process feel easy to understand and implement. She provides her clients with the tools to easily control their current situation, as well as, adjust strategies as life events demand. Nicole believes that a good plan is one that encompasses a multi-generational approach for a lifetime of trusted guidance.
Mrs. Carlon began her advisory career in Boca Raton, Florida after graduating Cum Laude with a B.B.A from Florida Atlantic University, specializing in Finance and Financial Management Services. With the eagerness to further enhance her offerings to her clients, Nicole became a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst® practitioner.
When asked why she has such a loyal following, Nicole responded “I think the main thing my clients experience and appreciate when working with me, is a feeling that they are being heard. It is not just about numbers, but truly listening to what their needs and goals are and using the tools and resources at my disposal to guide them so they can meet those goals”