Chris Nicholson, CFP^®, CIMA^®

Designations and licenses

Chris is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Investment Management Analyst® designation.

Experience and education

Chris provides clients with comprehensive wealth management services, including financial planning, investment management, and insurance solutions. He works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals.

Prior to joining Mariner, Chris was a senior portfolio manager at TIAA, where he was responsible for the construction, implementation and monitoring of client investment portfolios across global equities, fixed income and alternatives. He also served as a wealth management advisor at TIAA, working with clients who had complex financial, tax and estate planning needs. Previously, he served as a director in the wealth strategies group at Global Financial Private Capital, consulting financial advisors on financial planning and investment services for their clients.

Chris earned a Bachelor of Science in finance from the University of South Florida.

Personal interests

Away from the office, Chris enjoys spending time with his wife, Shilo, and their goldendoodle, Sadie. He also enjoys traveling, hiking, swimming, camping and trying new restaurants.

Chris’ Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.