Nicole Geraci, CFP^®, AWMA^™, MSA

Nicole Geraci serves as the Wealth Advisor in our Avon, Colorado office since 2022. Nicole holds a Bachelor of Arts degree in economics and political science from DePaul University and completed her Master of Science in Accounting in 2024 from the University of Colorado – Denver. She is now working towards her goal of becoming a Certified Public Accountant to be able to offer more extensive tax planning options for clients.

She has earned the designations of Financial Paraplanner Qualified Professional™ (FPQP®), Accredited Wealth Management Advisor™ (AWMA™), and Certified Financial Planner™ (CFP®). Nicole’s interest in finance goes back to middle school when she wrote articles in the local newspaper about money for kids and served on Young Americans Bank Youth Advisory Board in Denver. She began her professional career at First American Bank in Chicago where she learned the ins and outs of retail banking then ultimately landed a role in their Private Client Group division. In 2008, she joined Rocky Mountain Planning Group. Her role started as the paraplanner and evolved through education and experience working with clients directly on various multi-generation planning issues to become RMPG’s lead financial planner. She especially enjoys solving problems and creating solutions. While she has a broad knowledge of the entire financial planning process, her focus is retirement planning, tax planning, and Medicare education.

Nicole is a member of the Financial Planning Association and Vail Valley Business Women. In her spare time, you’ll find Nicole running up mountain trails with her dogs, camping, mountain biking, snowboarding, or taking fitness classes. She has completed numerous marathons and obstacle course races. She enjoys running distances over 26.2 miles and is currently working up to running a 100 miler.