Nicole Roberts, CFP®

Background

Nicole Roberts, CFP®, is a financial planner for widows of business owners. Having helped many of her clients who are the surviving spouses of a deceased business owner, she is the voice of clarity for women and men confronted by the gargantuan task of unwinding a business left by their spouse. In this capacity, she works with real estate, legal, tax, and estate professionals to bring them into the next stage of life and establish a firm foundation for their future years.

Nicole made many life and professional decision as a single person, getting married a little later, and feels strong affinity for women who must make a plan on their own. This has helped her empathize with her clients in as a financial advisor for divorced, single, or widowed women.

Nicole grew up on a potato farm in Pingree, Idaho. She graduated from Brigham Young University with a degree in Business with a finance emphasis 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. She obtained the CERTIFIED FINANCIAL PLANNER™ certification and in 2017, she joined Rock House Financial.

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. Her husband, Allyn, works in cybersecurity for Intermountain Healthcare. They live in Kaysville with their pugs, Link and Alby, and son, Coen.