BACKGROUND & PLANNING FOCUS
Get to know Nicole.
Nicole Joko helps individuals and families coordinate tax, retirement, estate, and investment decisions. Her work includes guiding clients through financial transitions and preparing the next generation to manage wealth. Before Cerity Partners, she held private wealth roles at MullinTBG Advisors and Ayco, a Goldman Sachs company.
- Reported firm
- Cerity Partners
- CRD number
- Not listed in this profile
- Minimum investment
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- Fees & compensation
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
Biography names the Orange County office. The official California locations page identifies that office as 18881 Von Karman Avenue, Irvine, California.
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