Team

Team Member

Nichole Graham, CFP®, CDFA®

Nichole Graham, CFP®, CDFA®

Financial Advisor

Nichole Graham is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst® with several years of experience in the financial planning industry. She holds a bachelor’s degree in Business Administration and a master’s in Management with a focus on Leadership from Worcester State University. Nichole is actively involved with the Financial Planning Association and has served on the National NexGen Leadership team for the past three years.

Nichole’s passion for financial planning goes far beyond the numbers — she values the meaningful relationships it fosters and the opportunity to guide clients through life’s transitions. Her goal is to empower clients with clarity, confidence, and peace of mind around their financial decisions.

Originally from New England, Nichole spent four years in California and now lives just outside Washington, D.C., in Alexandria, Virginia. A travel enthusiast, her recent adventures include Japan, Colombia, and Australia. She also has a big heart for animals, often found pet-sitting around Old Town or volunteering with the local animal welfare league.

FAQ

Frequently Asked Questions

How is Regista’s approach different from other financial firms?
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What if I don’t feel confident managing money or making financial decisions?
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Can you still help if I already have a financial advisor, CPA, or attorney?
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What kinds of decisions do people come to you for help with?
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I’m going through a divorce. When should I bring in a financial expert?
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