Welcome! I help individuals, families, executives, business owners and retirees work through complex financial matters that often cause unnecessary stress, worry and anxiety. My goal is to help provide you with confidence. I'm an experienced financial advisor who will work with you to create and implement a strategy in line with your goals and individual circumstances.
I was awarded the CFP® Certification in 2013 and have had the privilege of helping individuals, families and business owners throughout the nation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I'm also an active member of the community and spent two terms on the board of the Greater Conejo Valley Chamber of Commerce. I have also enjoyed volunteering at Habitat for Humanity and am a former Rotarian.
I was born and raised in California and received my Bachelor of Science degree from the University of California at Davis. Currently, I live with my husband, two of our five children (when my daughter is home from college) and our two horses in Simi Valley.
I care about you. I care about understanding your situation, your needs, your values and your goals and I want to help you achieve those goals using the wide range of tools and resources available at Edward Jones. I would like to help provide the answers to your questions, to help you make informed, financially sound decisions. I invite you to send me a message or give my office a call to schedule a complimentary meeting so we can get to know each other better.
My Personal Interests
- Horseback Riding
- Spending Time with Family
- Animal Rescue
Office Address2629 Townsgate Rd Suite 135
Westlake Village, CA 91361
Phone NumberNicole Winner at (805) 496-6891
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More