Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® Email and Phone Number
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® work email
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Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® personal email
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Growing up, Nicky’s grandparents were an influential part of her life and she recalls, “My Papa always said that I should be a mechanic because I wanted to take things apart and discover how they work. He inspired me so much with his military service that I carry his dog tag with me to remind me that my first job is to serve others before I serve myself.” As a child with special needs in a family of six children, Nicky remembers, “Being in a wheelchair and having to learn resiliency and patience to overcome this struggle taught me to find a way to make it work.” She knew her special needs were temporary and that she would be able to walk again one day. After struggling and relearning how to walk, she was determined to help others. After she healed from her injuries, she earned her second-degree black belt in karate, participated in a triathlon in support of St. Jude Children’s Hospital, the Chicago Marathon in support of Special Olympics, and an Ironman triathlon in support of the Wounded Warrior Project. Through her work for life, she finds that people remove their fear by connecting with and leaning on others.Financial planning and managing competing priorities requires integrating moving pieces including attention to detail and knowing not only how to take the pieces apart, but to put them back together in a way that fits and makes sense. Working collaboratively with her clients, she makes what seems complex, simple to understand, she creates a work-optional lifestyle, and together with clients, they plan and organize so that the focus is not on just one challenge, but the entire family.Nicky began her career in financial services as a Wealth Advisor Associate and much like she did in her youth, “I took apart the fragments of my extensive training and put the pieces back together in a cohesive way that can best serve my clients.” Since earning her MBA, she is determined to share her passion and enthusiasm for finance with the next generation of the industry. She currently teaches Finance at Harper, NYU, JCU UCLA. She began her practice by serving families affected by special needs and helps them to rest assured that they can focus on their entire families and not just the fear that arises as a result of having a child with special needs.Nicky’s time outside of work is spent with her alumni societies and volunteering with Savvy Ladies, an organization determined to reduce disparities in financial education, 3rd Decade, Hire Heroes, and Alpha Phi Omega. She and her wife, Lauren, enjoy training for triathlons with their rescue dogs.
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Adjunct Professor In Nyu Sps Finance And TaxationNyu Sps Finance And TaxationChicago, Il, Us -
Adjunct Professor In BusinessNyu School Of Professional Studies Jan 2024 - PresentNew York, Ny, UsTeaching Estates, Taxes, and Gift Planning -
Managing DirectorFalcon Wealth Planning, Inc. Jan 2023 - PresentOntario, Ca, UsAs the Managing Director at Falcon Wealth Planning, Inc., I lead a dedicated team of financial professionals who deliver exceptional financial planning and advisory services. My role involves strategic oversight, business development, and ensuring the highest standards of client service across our firm.With a deep expertise in retirement planning, tax management, investment strategies, and asset management, I work closely with clients to develop comprehensive financial plans tailored to their unique goals. My leadership ensures that our clients receive the personalized attention and strategic advice they need to achieve financial success. -
Adjunct Professor Of FinanceEconomics And Finance Department, Boler College Of Business At John Carroll University Jan 2024 - PresentTeaching Psychology of Financial Planning -
Cfp® Exam Course InstructorUcla Extension Jan 2023 - PresentLos Angeles, California, UsTeaching Insurance in Personal Financial Planning -
Adjunct ProfessorHarper College Oct 2022 - PresentPalatine, Il, UsTeaching Introduction to Financial Management and Financial Statements -
Financial ConsultantE*Trade Sep 2018 - Jan 2023Us- Retain and grow assets of existing practice of high net worth clients- Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation- Grow the practice through proactive calls and face-to-face meetings with prospects and referrals- Collect client financial information, analyze and evaluate financial situations, identify investment objectives, and make investment recommendations through a customized financial planning process- Advise clients on the wide range of investment services E*TRADE offers and present solutions that meet individual needs -
Financial AdvisorMorgan Stanley Jun 2016 - Sep 2018New York, Ny, Us -
Certified College ConsultantHeartland Institute Of Financial Education Nov 2015 - Jun 2016Greenwood Village, Co, UsHelping high school students figure out what they want to do after graduation, where they can go to do it and how to afford it. -
Store ManagerStarbucks Feb 2013 - Jun 2016Seattle, Wa, Us -
Shift SupervisorStarbucks Aug 2008 - Feb 2013Seattle, Wa, Us -
BaristaStarbucks May 2007 - Aug 2008Seattle, Wa, Us -
Administrative AssistantArchdiocese Of Chicago Jan 2010 - Jun 2011Chicago, Il, UsProcessed teacher applications in order to facilitate job placementCreated better methods of organization in order to access applicant informationGenerated mailings, filing, data entry, fielding applicant calls, maintaining databases, and other office duties
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® Skills
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® Education Details
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The Chicago SchoolPsychology And Technology With A Focus On Instructional Design -
Pacific Oaks CollegeAnd Related Services -
Yale School Of ManagementWealth Management Theory & Practice -
Western Governors UniversityConcentration: Leadership And Change Management -
Boston UniversityCfp® Exam Education Courses -
Loyola University ChicagoDual Degree In English And Women'S And Gender Studies -
Saint Ignatius College Prep
Frequently Asked Questions about Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®
What company does Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® work for?
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® works for Nyu Sps Finance And Taxation
What is Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®'s role at the current company?
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®'s current role is Adjunct Professor in NYU SPS Finance and Taxation.
What is Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®'s email address?
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®'s email address is am****@****ade.com
What schools did Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® attend?
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® attended The Chicago School, Pacific Oaks College, Yale School Of Management, Western Governors University, Boston University, Loyola University Chicago, Saint Ignatius College Prep.
What skills is Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® known for?
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® has skills like Leadership, Visual Merchandising, Social Media, Human Resources, Store Operations, Retail, Sales, Financial Planning, New Store Openings, Customer Satisfaction, Communication, Store Management.
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