Nikki’s journey in the financial services industry began 11 years ago, fueled by her passion for numbers and problem-solving. She recognized the struggles faced by many individuals and families in her community who had worked hard their entire lives, only to face financial challenges in retirement. Determined to make a difference, Nikki embarked on a quest to learn and develop strategies to help mitigate these issues.To further enhance her expertise, Nikki obtained the Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants. This accreditation solidified her knowledge and skills in structuring unique financial strategies for both families and businesses. Nikki’s approach goes beyond providing generic solutions; she believes in taking the time to truly understand her clients on a personal level, considering their individual circumstances and goals.Originally from Minneapolis, Minnesota, Nikki’s love for learning led her to study Biochemistry at the University of Minnesota. Over the years, she has lived in multiple states across the US, gaining valuable experience and insights from different financial landscapes. Eventually, Nikki found her home in Florida, where she continues to make a positive impact on the lives of her clients.Outside of her professional endeavors, Nikki cherishes quality time with her four children: Mimi, Raya, Niaya, and Isaac. She embraces an active lifestyle, enjoying travel, biking, and hiking adventures with her family. These experiences not only bring joy but also serve as a reminder of the importance of planning for the future and creating meaningful memories.Nikki’s dedication to her clients, combined with her expertise and personal approach, sets her apart in the financial services industry. She remains committed to helping individuals and families achieve financial security and navigate their unique financial journeys with confidence.
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Managing PartnerPrecise Financial Solutions Jan 2019 - PresentPort Charlotte, Florida, United States-Guide clients through the retirement planning process, understanding their unique needs and goals. Develop comprehensive retirement plans that align with their financial objectives and risk tolerance.-Identify and analyze the risks that retirement assets can be exposed to, such as market risk, tax risk, longevity risk, inflation, and mortality. Develop strategies to minimize these risks and protect clients' retirement savings.-Create tailored financial strategies that encompass tax planning, estate planning, and college funding. Ensure strategies are aligned with clients' short-term and long-term retirement goals.-Educate clients about retirement planning concepts, options, and strategies. Empower them with the knowledge to make informed decisions regarding their retirement savings and financial security.-Assist clients in developing income strategies that provide a sustainable and reliable source of income throughout their retirement years. Evaluate options such as annuities, Social Security optimization, and other retirement income sources.-Maintain long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve. Conduct periodic reviews to reassess strategies, make necessary adjustments, and ensure clients stay on track to meet their retirement goals.-Stay up-to-date with relevant laws, regulations, and industry best practices pertaining to retirement planning. Ensure compliance with all applicable financial regulations and standards. -
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Ceo/PresidentBlast Digital Solutions Nov 2013 - Dec 2021Minneapolis, MnDigital marketing consultant, mobile website specialist, custom website design, ect
Nikki Ockenden Skills
Nikki Ockenden Education Details
Frequently Asked Questions about Nikki Ockenden
What company does Nikki Ockenden work for?
Nikki Ockenden works for Precise Financial Solutions
What is Nikki Ockenden's role at the current company?
Nikki Ockenden's current role is Retirement Income Specialist.
What schools did Nikki Ockenden attend?
Nikki Ockenden attended University Of Minnesota-Twin Cities.
What are some of Nikki Ockenden's interests?
Nikki Ockenden has interest in Small Business Networking Events, Trade Shows, Social Hour, Etc.
What skills is Nikki Ockenden known for?
Nikki Ockenden has skills like Web Design, Website Development, Digital Marketing, Mobile Marketing, Mobile Applications, E Commerce Consulting, E Commerce Optimization, E Commerce Seo, Animation, Local Marketing, Trade Shows, Digital Marketing Consultant.
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