The Bunker Talk: Ep. 22 Financial Decisions with Nicole Carlon

Nicole began her advisory career in Boca Raton, Florida after graduating Cum Laude with a B.B.A from Florida Atlantic University, specializing in Finance and Financial Management Services. With the eagerness to further enhance her offerings to her clients, Nicole became a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst® practitioner.

When asked why she has such a loyal following, Nicole responded “I think the main thing my clients experience and appreciate when working with me, is a feeling that they are being heard. It is not just about numbers, but truly listening to what their needs and goals are and using the tools and resources at my disposal to guide them so they can meet those goals”

In this episode of The Bunker Talk, we go over what peoples most common financial errors are, what is often overlooked in finances, and how the business landscape has changed in the recent years.

LinkedIn - https://www.linkedin.com/in/nicole-galinsky-carlon-cfp%C2%AE-cdfa%C2%AE-022869b0/
Website - https://www.wiseoakwealth.com