Nicki Green, CFP®
Senior Associate, Advanced Wealth Planning
Nicki joined Colorado Financial Management in 2020. She has worked in the financial industry for over a decade 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, daughter, and their two dogs. A few of her hobbies include traveling, CrossFit, hiking, skiing, snowshoeing, and paddleboarding.
University of San Diego
CERTIFIED FINANCIAL PLANNER™ (CFP®)