Nikki Simpson, CFP®, EA

California State Icon Orange County, California
Manager, Financial Planning
Enrolled Agent
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About Nikki

Nicole Simpson - most often goes by Nikki - has over 12 years of experience working within all facets of financial services, conducting investment manager research, portfolio performance reporting/analysis, retirement cash flow projections, investment management, risk management, tax and estate planning. She has worked extensively with individuals, families and institutions to help them with their financial journey and facilitate peace of mind. Previous firms she has worked at include Morgan Stanley, First Republic Bank and Creative Planning. Before coming to EP, Nikki had established her own RIA, The Financial Healer, through the state of California. Nikki holds the Certified Financial PlannerTM designation and received a Bachelor of Science in Applied Mathematics with emphasis in Finance from San Diego State University. She also studied Comprehensive Financial Planning at the University of California Irvine. Nikki is a registered yoga instructor who encourages therapeutic techniques such as stretching, deep breathing and meditation to relieve stress and cultivate focus. She teaches Financial Literacy to young adults, in North San Diego County at Mira Costa Community College. In the past she has volunteered to mentor transition age foster youth to encourage job placement, confidence and success. Nicole lives in Vista, California with her husband, Blake, and two Mexicali street pups, Sancho and Roo. If she isn’t at the office or in her yoga studio, you’ll find her cruising the beach with pups in tow while Blake is out surfing.

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San Diego State University, B.S., Applied Mathematics with emphasis in Finance

How can Nikki help?


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