Nicole Roberts
CFP®
Rock House Financial
Financial Advisor
Nicole Roberts
CFP®
Rock House Financial
Financial Advisor
I want to help you feel confidence and peace about your finances by offering unbiased financial advice focused on your goals. - Nicole Roberts, CFP®
Fee-Only financial planner located in Farmington, UT, serving clients locally and across the country
Nicole Roberts is a Farmington, UT fee-only financial planner. Rock House Financial provides comprehensive and objective financial planning and investment management to help individuals and families, women, business owners, and social influencers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nicole Roberts is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Nicole Polatis, CFP®, started in portfolio management researching stocks, but after hours alone with a computer, she quickly realized she wanted a career with more personal interaction and a direct impact on people’s financial lives. After changing her focus to personal finance, she obtained the CERTIFIED FINANCIAL PLANNER™ certification to provide the highest standard of service to her clients. She still uses her research skills to understand the best investments and strategies to help her clients achieve their goals. Her favorite parts of the job are connecting with her clients and providing financial education. Nicole is passionate that everyone should have a personalized financial plan to help them in making decisions. She participates regularly in continuous education to stay up to date and has focused on the areas of Social Security, Federal Employee Benefits and finances in divorce.
Nicole grew up on a potato farm in Pingree, Idaho. She graduated from Brigham Young University with a degree in Business in 2011. She has worked in portfolio management, spent time at Fidelity Investments working in trading and annuities, and then joined Waddell & Reed Financial Advisors. In 2017, she joined Rock House Financial in order to provide her clients with a well-supported and comprehensive experience.
Nicole loves to be in the mountains biking, snowboarding, and skiing. She likes to be involved with the community and is a member of the BYU Management Society and the Junior League of Salt Lake City.
Nicole Roberts is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Locally owned and independent, Rock House Financial is passionate about helping you create a more confident financial future. We are fiduciaries who offer fee-only financial planning, investment management and tax strategies to help you minimize financial stress and achieve your goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Retirement Income Planning
- Investment Management
- Divorce Financial Analysis
Ideal Clients
- Loss of a Spouse
- Women in Divorce
- Female Business Owners & Executives
- Nearing Retirement
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Nicole Roberts is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Nicole Roberts is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Nicole Roberts
Office Locations:
-
630 N Main St
Farmington, UT 84025
