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Our financial advice team


Robert S Nicholson Ameriprise Financial Advisor

Robert S Nicholson

CFP®

Private Wealth Advisor

Nicholson & Associates
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Interests

  • I've been involved as a referee for High School & College Basketball for more than 40 years
  • I love to garden
  • I'm an Oenophile (lover and connoisseur of wines)
  • I'm an devoted supporter of my beautiful wife's Lavender business
  • I am an avid Golfer

Community participation

  • I have and continue to be a guest lecturer at San Joaquin Delta College and the University of the Pacific.
  • I am the tournament director for the Annual Bob Wood Memorial Golf Tournament. A dear friend of mine.
  • Past Programs Chair of the Financial Planning Association.
  • Member Board of Trustees at Westmont College
  • Board Member at Large Stanford Alumni Network of San Joaquin

 

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2012, 2014-2018
  • Premier Protection award, RiverSource Life Insurance Company , 2014

Qualifications

  • Member, Financial Planning Association
  • Financial Advisor
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • B.S. Economics, Stanford University (1972)

Education

  • Stanford University, B.S. Economics