Nichole D. Raftopoulos
CFP®, CDFA™, AIF®, MPAS℠
CEO; Nvest Financial, LLC
Principal; The Nvest Group, LLC
President; Operation Love...from home
Nichole is CEO and founder of Nvest Financial, LLC. She began her career in the financial services industry in 1995, having previously worked as an advisor with two large brokerage firms before founding Nvest.
"Nvest was created to be the kind of place where we, ourselves, would want to be clients—an independent firm so we could focus 100 percent of our time and effort on the needs and objectives of our clientele," explains Nichole as one reason for having founded the firm in 2003. Above all else, Nichole values her clients, their relationships, and working for them and not for a big Wall Street conglomerate.
She leads the team tirelessly and precisely regarding working with all aspects of a client's financial life, helping to educate along the way so clients feel they are making informed decisions about their personal financial matters.
Nichole is often tapped as a guest speaker at various events and conferences given her ability to make complicated topics easy to understand.
Nichole is a CERTIFIED FINANCIAL PLANNER™ practitioner and obtained her Master of Science in Financial Planning from the College for Financial Planning with course work completed at Northeastern University. She is also an Accredited Investment Fiduciary® designee, Certified Divorce Financial Analyst™, and has the Master Planner in Advanced Studies™ designation.
Nichole D. Raftopoulos is proud to have been recognized as a Chairman’s Level advisor for 2020—a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.