Nicole Sargent

Associate Financial Planner
Nicole Sargent

Associate Financial Planner

Nicole Sargent

Nicole Sargent is an Associate Financial Planner at Socha Capital, based in San Diego. With over 10 years of experience in the financial services industry, she works closely with clients to support comprehensive financial planning, investment analysis, and long-term wealth strategies. Prior to joining Socha Capital, Nicole gained valuable experience at a previous firm, where she developed a strong foundation in portfolio management and client service. She is passionate about helping individuals and families make informed financial decisions and build lasting financial confidence.


Credentials

  • BA in Liberal Studies, California State University San Marcos
  • Series 7
  • Series 66
  • CA Life Insurance