Nicole  Geraci,  CFP<sup>&reg;</sup> - Financial Advisor

Nicole Geraci, CFP®

AWMA®

Financial Planning Associate

Rocky Mountain Planning Group, Inc

PO Box 2882
Avon, CO 81620
(970) 949-9281

General

Nicole Geraci is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rocky Mountain Planning Group, Inc in Avon, CO and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Paraplanner, Accredited Wealth Manageme

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking, Buying a Home, Estate Planning, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Women's Finances

More

Helpful Financial Planning Resources