Nichole D. Raftopoulos
CFP®, CDFA™, AIF®, MPAS℠
As founder and CEO of Nvest Financial, LLC, I am the lead financial advisor of the firm. My job is to not only make sure you, our valued clients, are being served in the most exceptional manner but also to supervise all other advisors in our office and all administrative tasks. I co-run the firm with George, who happens to be my husband, and together we make sure your experience is like none other. I am also co-principal of the marketing arm of our firm, The Nvest Group, LLC, as well as President of our non-profit – Operation Love… from home.
Prior to founding Nvest in 2003, I worked as an advisor with two other large brokerage firms where I realized that being an independent advisor would be most beneficial to best serve our clients. Nvest was created to be the kind of place where we, ourselves, would want to be clients and where we can uphold our fiduciary duties to our clients while managing their assets, without the conflicts of interest to our clients that might be found with a big Wall Street conglomerate.
Day-to-day, I primarily coordinate the firm’s resources to address all aspects of our clients’ financial lives. My belief is that by educating you, we are empowering you to make the most informed decisions about your personal financial matters. The education I and our staff provide comes with compassion, empathy and professionalism. I’m often tapped as a guest speaker at various industry events and conferences due to, what I believe to be, an ability to distill complicated topics into easily understood concepts and insights. I believe you will never be intimidated about your finances once you’ve sat with our firm.
We take our own education very seriously at Nvest and instill this in each of our advisors and staff. I’m a CERTIFIED FINANCIAL PLANNER™ practitioner, hold a Master of Science degree in financial planning from the College for Financial Planning with coursework completed at Northeastern University. I also hold the Master Planner in Advanced Studies™ (MPAS℠) designation, am a Certified Divorce Financial Analyst™ (CDFA™) designee and am an Accredited Investment Fiduciary® designee (AIF®).
I’m also proud to share that I’ve been recognized as a Chairman’s Level advisor since 2017 – a distinction based on total annual firm revenues that places us as a firm among the top 4 percent of advisors across the country affiliated with Commonwealth Financial Network, the independent broker/dealer of choice Nvest Financial utilizes for its trading platform and FINRA-affiliation.