Nicole Newland, CFP^®

Designations and licenses

Nicole is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Nicole provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Nicole was wealth manager at Pinnacle Wealth Planning Services, where she nurtured client relationships while helping their families navigate all aspects of their financial well-being. Before that, she was a financial planning associate at Lynch Financial Group. While there, she worked with families in creating comprehensive financial plans and researching planning strategies to best suit client needs.

Nicole has a bachelor’s degree in financial management and financial planning from Franklin University.

Personal interests

Away from the office, Nicole enjoys spending time with her family, running, being outdoors and community involvement.

Nicole’s 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.