In 2018, I joined Edward Jones and inherited an office located in the heart of Vista, California. Our office and those who have worked in it have always been and will continue to be supporters of our local community. Previously, I worked in human resources at Breg, Inc. in Carlsbad, CA. I earned my degree in business administration from California State University San Marcos.
I am a lifelong Vistonian, attending Vista Unified School District Public Schools. My family has worked in the community and given back where we could by volunteering at the Vista Art Festival, Vista Education Foundation, Chamber of Commerce "Heroes of Vista" and the Gala for New Haven Youth and Family Services.
Over the past few years, I have had the privilege and honor of volunteering and sitting on the Friends of Newhaven board as their secretary. We do a lot to support Newhaven youth, not only in San Diego county, but throughout LA county as well. We have been able to raise over $160,000 for New Haven Youth and Family Services just in 2020 alone. I look forward to continuing to support and volunteer with the Friends of Newhaven.
My inspiration for choosing this line of work comes from observing the positive impact my father made in people's lives throughout his career. The ability to be a part of our local community by giving back is one of the most important parts of running a business for us in Vista. It is important to me to build relationships that span multiple generations, creating wealth over lifetimes. We are doing just this by truly listening to our clients and understanding their complex needs.
By effectively listening to what is important to you and utilizing an established process, we can partner together to help you achieve your long-term financial goals.
- Charitable Giving
- Divorce Finances
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
My Personal Interests
- Active Lifestyle
- Community Outreach
- Health & Nutrition
Office Address236 East Broadway
Vista, CA 92084 opens in a new window
Phone NumberNicole J White at (760) 630-8268
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