S4 | E9 Expert Spotlight: Nicole Simons, Wealth Management Advisor, Returns

Nicole Simons is a mom and a wealth management advisor, financial literacy advocate and part owner of CPN Financial Services. She takes pride in equipping women with the wealth management products they need to protect, diversify and grow their financial assets. Her career is rooted in more than 10 years of client-centred customer service. As a licensed insurance broker, she provides financial advice to help protect her clients at every stage of their life. She works closely with entrepreneurs and other hardworking individuals to help them get clarity about their current finances.

 

Topics discussed: 

• How to secure your financial fence
• The importance for business owners to protect their income with disability insurance
• Why women need to get critical illness insurance early in life
• Creating generational wealth with life insurance
• Why children need life insurance at an early age
• Investing: It’s crucial for your financial future
• And more!

 

For more Nicole Simons, please visit:

CPN Financial Services on the web

@advisoronthego on Instagram

@advisoronthego on TikTok

 

*Warning—this podcast is completely unfiltered. If you are around young children, we suggest headphones.

**Disclaimer: All opinions of our guests are their own and in no way represent those of Alana Kayfetz.