Phone Number: (209) 532-9900
Mobile: (415) 264-1050
Email Address: firstname.lastname@example.org
316 South Stewart Street, Suite #1
Sonora, CA 95370 United States
Nicole Kikugawa is a Registered Representative of LPL Financial, located in Sonora California. Nicole holds a FINRA Series 7, 63 with LPL Financial, and 66 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through her financial planning practice, Nicole represents a complete spectrum of mutual fund families, stocks, bonds, annuities, and other insurance-related programs.
Nicole has a reputation for building and maintaining long-term relationships. She strongly believes the key to a successful client relationship is built through mutual trust and consistent communication. She enjoys getting to know her clients, listening to their individual financial needs and developing a personalized financial plan to meet their goals.
A specialist in retirement planning, Nicole has regularly presented educational seminars for schools, colleges, and education professional organizations. Nicole has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teachers Retirement System (STRS). Nicole has earned a reputation for explaining difficult subjects in a style that is easily understood.
Nicole’s passion is for dance, particularly ballet. She feels that long-term dedication and commitment are key in achieving her goals. Having trained with the Joffrey Ballet School in New York City, she now enjoys teaching ballet in her spare time. Nicole and her husband Mike share their interests in golfing, skiing, backpacking, traveling and cooking.
CA Insurance Lic.# 0E59877
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.