Nichole D. Raftopoulos, CFP®, CDFATM, AIF®, MS
Principal
Nichole D. Raftopoulos, President and Founder of Nvest Financial Group, LLC began her career in the financial services industry in 1995 and worked as an advisor with two large brokerage firms before founding Nvest.
“We founded Nvest Financial Group to be the kind of place where we'd want to be clients, if we didn't already work here!” said Nichole when she first began the firm. It was her strong belief that a financial advisor should work for her clients, not for a big Wall Street conglomerate, which caused her to start her own company.
Over the years, Nichole has garnered a loyal following of clients due to her sincere and personal approach to each individual, coupled with her disarming depth of knowledge in her field. She has often been tapped as a speaker at various events and talk shows because of her uncanny ability to take difficult subject matter and make it accessible and important to her audience. She has been recognized for her achievements by being invited to Barron's Winner Circle in Boston and the CFN Winner's Circle in 2008 and 2011.
Education and Licenses:
- CERTIFIED FINANCIAL PLANNERTM - Practitioner - CFP® Certification from the Certified Financial Planner Board of Standards, Inc.
- Certified Divorce Financial Analyst (CDFATM)
- Accredited Investment Fiduciary (AIF®)
- Masters of Science Degree, Financial Planning
- FINRA Registrations, Series 24, 7, 63, 65
- Life and Health Insurance Broker's License
- Maine and New Hampshire Licensed Investment Advisor
Nichole was born and raised in Maine. She, her husband George and stepdaughter Sophia enjoy spending their time traveling, playing golf, skiing, and competing in triathlons. Singing is also a longtime passion of Nichole's. Over the years, Nichole has appeared as a soloist in local and regional shows, and as a performer of the National Anthem at sporting events. Nichole is a member of the Maine Women's Fund and the Kennebunk-Kennebunkport Chamber of Commerce. She is also an advisory board member at River Tree Arts in Kennebunk.
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