NICOLE ROMITO

PRINCIPAL, 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

 

MY FINANCIAL SERVICES CAREER BEGAN IN 1992

I spent 10 years as a banker in a variety of roles; from Management Trainee to Private Banker. I began my career in financial planning in the early 90s, and now as a Senior Advisor, I rely on that experience to help clients make informed financial decisions. I provide a safe place to openly share dreams and fears about money and life. I help clients manage their emotions around money so they can tune out the noise that might get in the way of sound financial decisions. I also make financial planning fun! While it is serious stuff, it’s easier to understand and process if you have fun while doing it!

 

MY PRIVATE VISTA

My future dreams are full of travel to Australia and New Zealand, playing golf in Ireland and Scotland (I’d like to break 100 consistently and get that elusive hole-in-one), 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. Who knows, perhaps I can become a regular on Saturday Night Live or The Daily Show.

 


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.