Therese Nicklas Email & Phone Number

CFP®, Wealth Coach @ The Wealth Coach for Women, Inc.

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Therese Nicklas Location

United States

Therese Nicklas Work

2016 - now CFP®, Wealth Coach @ The Wealth Coach for Women, Inc.
2016 - now Public Speaking | Podcast Guest | Workshop Facilitator @ The Wealth Coach for Women, Inc.
2023 - 2024 CERTIFIED FINANCIAL PLANNER™ @ Four Ponds Financial Planning LLC

2012 - 2016 CFP®, Wealth Manager @ US Wealth Management
2011 - 2012 CFP®, Financial Consultant @ CCO Investment Services Corp.
2006 - 2011 CFP®, LPL Financial Advisor @ LPL Financial
2001 - 2006 Owner, Financial Advisor @ Rose & Associates

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Therese Nicklas Education

Boston University Metropolitan College
Center for Professional Education (Financial Planning and Services)
2007 - 2008
Eastern Nazarene College
Bachelor of Science - BS (Business Administration )
1994 - 1996

Therese Nicklas Skills

Money Coaching
Presentations
Communication

Leadership Development
Marketing Strategy
Life Coaching
Transformational Coaching
Next Phase Lifestyle Planning
Discover What's Next
Keynote Speaking

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Therese Nicklas Summary

Therese Nicklas, based in United States, is currently a CFP®, Wealth Coach at The Wealth Coach for Women, Inc.. Therese Nicklas brings experience from previous roles at The Wealth Coach for Women, Inc., Four Ponds Financial Planning LLC, US Wealth Management and CCO Investment Services Corp.. Therese Nicklas holds a 2007 - 2008 Center for Professional Education in Financial Planning and Services @ Boston University Metropolitan College. With a robust skill set that includes Money Coaching, Presentations, Communication, Leadership Development, Marketing Strategy and more. Therese Nicklas has 1 emails and 1 mobile phone numbers on RocketReach.

Therese Nicklas Emails

Found 1 emails

@comcast.net

Therese Nicklas Phone Numbers

Found 4 phone numbers

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