Heather R. Nicholas, AIF®, CLTC®

Heather R. Nicholas, AIF®, CLTC®

Financial Advisor

Heather has more than 21 years of experience in the insurance and financial services industry, is securities registered and insurance licensed, and is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®. She is also an Accredited Investment Fiduciary® (AIF®) and holds the Certified in Long-Term Care® (CLTC®) designation, which focuses on the profession of long-term care planning.

Heather is an analytical and driven financial professional who builds strong, trusted relationships with the clients she serves. She is dedicated to helping people create plans to secure their financial and retirement goals and works with her clients to implement strategies to work toward their goals and maintain their lifestyles. She is an advocate of not only building wealth but protecting the wealth and legacy of their family.

Heather was born and raised in San Diego and now resides in Scripps Ranch with her husband, two sons, and daughter. Her husband is a U.S. Navy veteran and naval aviator now working in the private sector. She enjoys working out, yoga, snowboarding, outdoor activities, country music, and family time. She speaks Chaldean, a dialect of the Arabic language, and has a BS in business administration with an emphasis in finance from San Diego State University.