NICOLE ROMITO

MY FINANCIAL SERVICES CAREER BEGAN IN 1992

While I have clients who are in all the different cycles of life, I get an extra boost collaborating with women who are going through a transition and are making life altering financial decisions. This could be due to divorce, becoming a widow, selling their business or being able to retire from their corporate executive career.

What excites me about what I get to do each day? I get to help women make smart and thoughtful decisions as they navigate an emotionally stressful time. My clients see me as a teacher, advocate, and partner. Having gone through a divorce myself and leaving a 10-year career with a bank to start my own financial planning practice, I understand the stress of being 100% responsible for your financial security. That is why I invest extra time and work with my client and their other professionals such as their attorney and tax advisor to create a plan which takes them from a place of fear and uncertainty to one of clarity and confidence.

Whether it is a proposed divorce settlement, settling an estate or navigating deferred compensation plans and exercising employer stock plans on your way to retirement; my clients are relieved that together, we create a forward-looking financial plan so they can see what the future may mean for them and their family. Since I walk by their side and never judge, during a time which can be emotional and also heavy with decisions to be made, they look to me as their ongoing partner to successfully manage their wealth.

MY PRIVATE VISTA

My current Private Vista includes travel, cooking & baking for friends and family, golf, and empowering young girls to dream big! My future Private Vista involves all that I do today and to educate people on basic money management skills in communities that are currently underserved by our industry. I hope that this will be my part to help break the cycle of poverty. I also will spend more time traveling around the world where I can stay for 2-3 months at a time and immerse myself in the culture and language. On the list currently: Australia and New Zealand, South America, and Africa. Aside from travel, I dream of performing at Second City. I love to make people laugh.

COMMUNITY

• Board Member, Girls in the Game

• Board Member, The Fairway Network

• Big Sister, Big Brother, Big Sister of Chicago

• Past Chair of the Board of Directors, Lilac Tree

EDUCATION

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