Nicole Romito and family

NICOLE ROMITO

PARTNER, CFP®, CDFA™

EDUCATION

  • Bachelor’s Degree in Finance, St. Louis University

COMMUNITY

  • Membership Chair, Board Member, The Fairway Network, for women who love to golf

  • Founder, Got Money Moxie? Provides a safe environment for successful women to explore and discuss their emotions around money

  • Co-Founder, Project Venus, where women are connected, supported and inspired to enrich their lives through financial planning, education and partnership

  • Past Chair of the Board of Directors Lilac Tree

  • Board Member, Girls in the Game

  • Big Sister for Big Brothers, Big Sisters of Metropolitan Chicago

MY FINANCIAL SERVICES CAREER BEGAN IN 1992

I have built my entire career in the financial services industry as a trusted partner and sounding board for my clients. My clients feel safe sharing their dreams and fears about money and life. I help them manage their emotions around their wealth so they can tune out the noise that might get in the way of making financial decisions that are right for them and their loved ones. I focus on working with women in transition — divorce, widowed or retiring senior executives. It is extremely gratifying to see them flourish as they move from a place of feeling overwhelmed and frightened to one of confidence and clarity. My clients appreciate that I use my sense of humor to allow them to let down their guards so they are able to have the necessary conversations to move forward.

MY PRIVATE VISTA

My future dreams are full of travel around the world, including: Australian and New Zealand, playing golf in Ireland and Scotland, cooking school in Italy and a Safari in Africa. Aside from travel, I dream of performing at Second City. I love to make people laugh. Locally, you will find me on the golf course, cooking for friends and family, playing with my cats or relaxing on my deck with a book.

PUBLICATIONS

  • Interview: Kim Vatis, NBC regarding what women need to know about their finances when going through a divorce

  • Article: Tracking your expenses during and after a divorce

  • Article: Understanding how divorce impacts your Social Security Benefits

  • Presenter: “How to get your Clients forward focused” to Association of Divorce Financial Professionals

  • Presenter: “Seven tips to help your clients feel confident about their settlement” to the Chicago Bar Association, Family Law Division

  • Panelist: “The role of the financial neutral on the Collaborative Divorce team” for Illinois Chapter of AFCC

  • Panelist: Various programs at the Lilac Tree discussing the financial aspects of divorce.