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Specialties
Nicola specializes in retirement planning.
An effective retirement plan does not end at retirement. Instead it becomes complicated and requires specialized risk management and retirement income planning knowledge. She works with clients who want to retire worry-free and with confidence. Each client's plan is dependent on their individual needs, wants and wishes and takes into account their personal time frames and risk tolerances. Nicola has never found two people that are the same and therefore no two financial plans are the same. Nicola has worked within the financial services industry since the early 1990's. She began her financial career as a pension plan actuary and provided investment advice to pension plans. She has gained experience by working with both UBS Financial Services and Merrill Lynch as a financial advisor. She started Financial Strategies of Amelia in 2010. Nicola is a CFA (Chartered Financial Analyst), RICP® (Retirement Income Certified Professional®), BFATM (Behavioral Financial Advisor) and in addition holds a postgraduate business qualification and a MS degree in Microbiology. Originally from South Africa, Nicola and her husband moved to New York in 1997. They have two daughters and currently live on Amelia Island, which they discovered when sailing past on their boat on a trip from New York to Fort Lauderdale, the Bahamas and back again.
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Always free for clients.
CFA, RICP, BFA
Chartered Designations
What do these credentials mean?
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Financial Strategies of Amelia provides advisory services through Rossby Financial LLC, a Registered Investment Advisor.