Nikki Kerstner
Paraplanner
Nikki received her Bachelor of Science degree from California State University, Chico with an emphasis in Health Science. She is currently working towards attaining her AIF® and CFP®.
Nikki holds the following licenses:
- Series 65 (Uniform Investment Advisor Law Registration)
- Life Insurance (CA)
Nikki has worked in the wealth management industry for over 5 years. Throughout her experience, she has strengthened her financial services knowledge and developed a passion for providing excellent client service and forging long-lasting relationships. She was born in San Diego and currently resides in Newport Beach. Outside of the office, Nikki enjoys traveling, spending time with family and friends, and embracing an active lifestyle.