Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ Email and Phone Number

CEO, Nvest Financial, LLC @ Nvest Financial, LLC
Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠'s Location
Portsmouth, New Hampshire, United States, United States
Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠'s Contact Details

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ work email

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ personal email

n/a
About Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠

Nichole, CEO and founder of Nvest Financial Group, LLC, began her career in the financial services industry in 1995, having previously worked as an advisor with two large brokerage firms before founding Nvest in 2003.As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Accredited Investment Fiduciary® Designee, Certified Divorce Financial Analyst™ and a Master Planner in Advanced Studies℠, Nichole works closely with Nvest's clients regarding all aspects of their personal financial life by taking a sincere and holistic approach. This approach helps educate clients thru all steps of the planning process thereby allowing a person to make informed decisions.Planning is not only about investment returns and tax bills. It's about people, character and the impact we make during the short time we are here.Specialties: MPAS(sm), CFP(R), CDFA(tm), AIF(R)The Financial Advisor(s) associated with this profile may discuss and/or transact business only with residents in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Nvest Financial, LLC, a Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency. Locations: Two International Dr., Suite 110, Portsmouth, NH 03801 | 69 York Street (Route 1), Suite 1, Kennebunk ME 04043 Please see our Terms of Use here: www.commonwealth.com/termsofuse.html.

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠'s Current Company Details
Nvest Financial, LLC

Nvest Financial, Llc

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CEO, Nvest Financial, LLC
Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ Work Experience Details
  • Nvest Financial, Llc
    Ceo
    Nvest Financial, Llc Jun 2003 - Present
    Portsmouth, Nh, Us
    Helping you and your family build financial confidence, one relationship at a time.
  • Kennebunk Savings
    Board Of Director
    Kennebunk Savings Jul 2024 - Present
    Kennebunk, Me, Us
  • Commonwealth Financial Network
    Registered Representative
    Commonwealth Financial Network Jun 2003 - Present
    Waltham, Ma, Us
    I am also a Registered Representative of Commonwealth Financial Network, Member FINRA.
  • Operation Love From Home
    Co-Founder And President
    Operation Love From Home Feb 2022 - Present
    OPLFH is a 501(c)3 Non-Profit Organization that is dedicated to healthy happy communities, at home and for US armed service members abroad. Each year we dedicate time, service and funds to community groups, local food banks and other organizations in sending love and support in gratitude for all that we have and all we can yet do to help make a difference for our neighbors.
  • Edward Jones
    Investment Representative
    Edward Jones Jan 1999 - Jun 2003
    St. Louis, Mo, Us
  • Merrill Lynch
    Financial Consultant
    Merrill Lynch Sep 1995 - Jan 1999
    New York, Ny, Us

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ Skills

Retirement Planning Series 7 Small Business Wealth Management Estate Planning Retirement Investments Strategic Financial Planning Mutual Funds Investment Advisory Finra Asset Allocation Fixed Annuities Financial Advisory Alternative Investments Financial Services Investment Strategies Insurance

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ Education Details

  • College For Financial Planning
    College For Financial Planning
    Financial Planning
  • D'Amore-Mckim School Of Business At Northeastern University
    D'Amore-Mckim School Of Business At Northeastern University
    Financial Planning
  • University Of Southern Maine - School Of Business
    University Of Southern Maine - School Of Business
    Economics

Frequently Asked Questions about Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠

What company does Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ work for?

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ works for Nvest Financial, Llc

What is Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠'s role at the current company?

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠'s current role is CEO, Nvest Financial, LLC.

What is Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠'s email address?

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠'s email address is ni****@****ial.com

What schools did Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ attend?

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ attended College For Financial Planning, D'amore-Mckim School Of Business At Northeastern University, University Of Southern Maine - School Of Business.

What skills is Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ known for?

Nichole D. Raftopoulos, Cfp®, Cdfa™, Aif®, Mpas℠ has skills like Retirement Planning, Series 7, Small Business, Wealth Management, Estate Planning, Retirement, Investments, Strategic Financial Planning, Mutual Funds, Investment Advisory, Finra, Asset Allocation.

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