Nicole M Riney

CFP®, Senior Wealth Advisor

Nicole Riney is a Certified Financial Planner Professional® with over 10 years of experience in government pensions and retirement planning. She believes that you can never have too much knowledge on how to retire successfully. “Retirement can be a dramatic life change, of which many people find they are not adequately prepared. The way I see it, my role as an advisor is to educate our clients and help guide them through this next chapter in life.” She is grateful to be part of the Oak Harvest family, where she can form long lasting relationships with clients, and help them feel more confident in their financial future.

Nicole grew up in Idaho, Colorado and Utah. She earned a bachelor’s degree in Communications from Weber State University in Ogden, Utah. Her family moved to Houston shortly after Hurricane Ike in 2008. She has been married for over 13 years, has two beautiful children, Sean and McKaylah, and two large dogs. She loves to travel, sewing and crocheting and believes that the best gifts are homemade.

Featured Content & Resources from Nicole

Crafting an Income Plan that Can Save You Money For RetirementPast Livestream: Social Security, Dividends, Annuities & Taxes: Crafting an Income Plan that Can Save You Money

 

 

Protect Your Retirement Legacy: Understanding IRA Inheritance, RMD Rules, & Trust Basics Livestream ThumbnailPast Livestream: Protect Your Retirement Legacy: Understanding IRA Inheritance, RMD Rules, & Trust Basics Livestream

 

 

The Fate of Social Security, Trump Tax Cuts, and Other Potential Changes to Your Retirement IncomePast Livestream: The Fate of Social Security, Trump Tax Cuts, and Other Potential Changes to Your Retirement Income

 

 

Smart Income Planning: Budgeting for Your Go-Go Years and Economic UncertaintySmart Income Planning: Budgeting for Your Go-Go Years and Economic Uncertainty Webinar with Nicole Riney

 

 

Securing Your Retirement: Integrating Life Insurance and Long-Term Care Planning

Securing Your Retirement: Integrating Life Insurance and Long-Term Care Planning Webinar with Nicole Riney

 

 

Certifications & Credentials

CFP®

CERTIFIED FINANCIAL PLANNER® professional. CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow. Learn more here.