Nicole Geraci, CFP®, AWMA®

Nicole Geraci, CFP®, AWMA®
We’re excited to welcome Nicole Geraci to the Creekmur Wealth team serving as the Wealth Advisor in our Avon, CO location. Nicole holds degrees in economics and political science from DePaul University. She has also completed the Financial Paraplanner Qualified Professional™ designation, Accredited Wealth Management Advisor℠ designation, and Certified Financial Planner™ designation. Nicole is currently pursuing Master of Science in Accounting at University of Colorado – Denver with the goal of becoming a Certified Public Accountant to be able to offer more extensive tax planning options for clients.
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Recent Posts

What Kind of Gifts Are You Giving This Year?

Posted by Nicole Geraci, CFP®, AWMA® on 3:22 PM on November 4, 2022

As we head  inch closer to the holiday season, the thought of giving before year end comes to mind. 

There are many reasons why you might consider making charitable gifts each year - and even more worthy organizations to give to. There are also many ways for you to give. The first way people generally think to give is with a cash donation.

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Topics: Financial Planning, Certified Financial Planner, CFP, Tax Planning, charitable donations

Why do Business Owners need Life Insurance?

Posted by Nicole Geraci, CFP®, AWMA® on 10:06 AM on September 24, 2022

 

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Topics: Financial Planning, Goals, Insurance, Life Insurance, small business owner, small business, Certified Financial Planner, CFP

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