Nicole Farrar, CFP® — Associate Financial Advisor · Stratos Private Wealth

Nicole Farrar, CFP® — Associate Financial Advisor · Stratos Private Wealth · San Diego, California, United States.

Direct contact

No direct contact on file for Nicole yet.

About

I am a Southern California native, and I have been living in San Diego for over 20 years.

I graduated high school in Maui, Hawaii and came to University of San Diego to study English Language and Literature. I graduated with both a Bachelors and a Paralegal Certificate from USD. During college, I began working full-time as a paralegal in an Estate Planning focused law firm.

In 2011, I made a career switch to financial planning and investment management. I loved planning with clients, and it was wonderful to switch from planning for clients’ death to planning for their desires. I prefer to take a holistic approach to the planning work I do with clients. By understanding a client’s values and aspirations, I am better equipped to assist them to plan for all things important.

I attained the CFP® designation in 2020 to further my knowledge base and expertise in financial planning.

When I am not busy working, I enjoy curling up with a good book, attending classic car shows with my husband, and spending time with my nephews and niece. My happy place is on the water, or in my garden where you can find me creating wine cork cacti!

Experience

Associate Financial AdvisorCurrent
Stratos Private Wealth · San Diego, California, United States
Aug 2023 – Present
In my role as an Associate Wealth Advisor at Stratos Private Wealth, I am dedicated to providing personalized financial planning services to our clients. I strive to understand client values and aspirations in order to create tailored financial plans that align with their goals. My commitment to continuous learning led me to achieve the CFP® designation in 2020, further enhancing my expertise in financial planning and investment management.
Financial Life Planner
San Diego Wealth · San Diego, CA
Jun 2018 – Jul 2023
My passion is planning. I assist clients from all walks of life to achieve their goals using the financial life planning model. My approach is to focus on client's goals and values to provide a holistic plan that suits the individual. I have been working with clients to create financial plans for over a decade. Prior to working in the field of financial planning, I worked in the field of estate planning for four years. I graduated from the University of San Diego with a B.A. in English Language and Literature and Paralegal Certification. I was honored to be a recipient of the David M. King Merit Scholarship from the College for Financial Planning. Please see my website www.sandiegowealth.com for additional information and disclosures.