Nicki Green, CFP®

Client Service Manager

Nicki joined CFM in 2020 as a Client Service Manager. She has worked in the financial industry for 12 years in various operational and client service roles at asset management and financial planning firms in San Diego, New York City, and Denver. She has a passion for helping clients, building relationships, financial planning, and learning, and in 2019 earned her CERTIFIED FINANCIAL PLANNER™ credential.

Nicki lives in Longmont with her husband and their two dogs. A few of her hobbies include traveling, CrossFit, hiking, skiing, snowshoeing, and paddleboarding.


BBA Finance
University of San Diego