Connect with Nicole

CFP®, ChFEBC℠

Nicole Roberts

Financial Advisor

Background

Nicole Polatis, CFP®, ChFEBC℠, started in portfolio management researching stocks, but after hours alone with a computer, she quickly realized she wanted a career with more personal interaction and a direct impact on people’s financial lives. After changing her focus to personal finance, she obtained the CERTIFIED FINANCIAL PLANNERTM certification to provide the highest standard of service to her clients. She still uses her research skills to understand the best investments and strategies to help her clients achieve their goals. Her favorite parts of the job are connecting with her clients and providing financial education. Nicole is passionate that everyone should have a personalized financial plan to help them in making decisions. She participates regularly in continuous education to stay up to date and has focused on the areas of Social Security, Federal Employee Benefits and finances in divorce.

Nicole grew up on a potato farm in Pingree, Idaho. She graduated from Brigham Young University with a degree in Business in 2011. She has worked in portfolio management, spent time at Fidelity Investments working in trading and annuities, and then joined Waddell & Reed Financial Advisors. In 2017, she joined Rock House Financial in order to provide her clients with a well-supported and comprehensive experience.

Nicole loves to be in the mountains biking, snowboarding, and skiing. She likes to be involved with the community and is a member of the BYU Management Society and the Junior League of Salt Lake City.

To schedule a meeting with Nicole, click here.