Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®

Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® Email and Phone Number

Adjunct Professor in NYU SPS Finance and Taxation @ NYU SPS Finance and Taxation
Chicago, IL, US
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®'s Location
Greater Chicago Area, United States, United States
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®'s Contact Details

Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® work email

Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® personal email

About Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®

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.

Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc®'s Current Company Details
NYU SPS Finance and Taxation

Nyu Sps Finance And Taxation

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Adjunct Professor in NYU SPS Finance and Taxation
Chicago, IL, US
Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® Work Experience Details
  • Nyu Sps Finance And Taxation
    Adjunct Professor In Nyu Sps Finance And Taxation
    Nyu Sps Finance And Taxation
    Chicago, Il, Us
  • Nyu School Of Professional Studies
    Adjunct Professor In Business
    Nyu School Of Professional Studies Jan 2024 - Present
    New York, Ny, Us
    Teaching Estates, Taxes, and Gift Planning
  • Falcon Wealth Planning, Inc.
    Managing Director
    Falcon Wealth Planning, Inc. Jan 2023 - Present
    Ontario, Ca, Us
    As 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.
  • Economics And Finance Department, Boler College Of Business At John Carroll University
    Adjunct Professor Of Finance
    Economics And Finance Department, Boler College Of Business At John Carroll University Jan 2024 - Present
    Teaching Psychology of Financial Planning
  • Ucla Extension
    Cfp® Exam Course Instructor
    Ucla Extension Jan 2023 - Present
    Los Angeles, California, Us
    Teaching Insurance in Personal Financial Planning
  • Harper College
    Adjunct Professor
    Harper College Oct 2022 - Present
    Palatine, Il, Us
    Teaching Introduction to Financial Management and Financial Statements
  • E*Trade
    Financial Consultant
    E*Trade Sep 2018 - Jan 2023
    Us
    - 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
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jun 2016 - Sep 2018
    New York, Ny, Us
  • Heartland Institute Of Financial Education
    Certified College Consultant
    Heartland Institute Of Financial Education Nov 2015 - Jun 2016
    Greenwood Village, Co, Us
    Helping high school students figure out what they want to do after graduation, where they can go to do it and how to afford it.
  • Starbucks
    Store Manager
    Starbucks Feb 2013 - Jun 2016
    Seattle, Wa, Us
  • Starbucks
    Shift Supervisor
    Starbucks Aug 2008 - Feb 2013
    Seattle, Wa, Us
  • Starbucks
    Barista
    Starbucks May 2007 - Aug 2008
    Seattle, Wa, Us
  • Archdiocese Of Chicago
    Administrative Assistant
    Archdiocese Of Chicago Jan 2010 - Jun 2011
    Chicago, Il, Us
    Processed 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

Leadership Visual Merchandising Social Media Human Resources Store Operations Retail Sales Financial Planning New Store Openings Customer Satisfaction Communication Store Management Team Leadership Merchandising Loss Prevention Barista Training Microsoft Office Training Time Management Customer Service Profit/loss Accountability Cashiering Teamwork Financial Reporting Strategic Communications Inventory Management Inventory Control

Nicky Amore, Mba, Ma, Cfp®, Cpwa®, Chsnc® Education Details

  • The Chicago School
    The Chicago School
    Psychology And Technology With A Focus On Instructional Design
  • Pacific Oaks College
    Pacific Oaks College
    And Related Services
  • Yale School Of Management
    Yale School Of Management
    Wealth Management Theory & Practice
  • Western Governors University
    Western Governors University
    Concentration: Leadership And Change Management
  • Boston University
    Boston University
    Cfp® Exam Education Courses
  • Loyola University Chicago
    Loyola University Chicago
    Dual Degree In English And Women'S And Gender Studies
  • Saint Ignatius College Prep
    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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