Nicole Gu, CFA, CFP^®

How do I help clients live a richer life?
I take a holistic and comprehensive financial planning approach with collaborative process to build a long-term client advisory relationship. At Brighton Jones, we rely on our team-based approach to truly understand the complete picture of our clients’ financial situation in aligning their wealth with their passion and purpose in a complex and changing world. I am very passionate about making a meaningful and financial impact to my clients and I uphold myself to the highest degree of integrity coupled with professional and business acumen. The most rewarding aspect for me is seeing clients embrace the joy that comes from achieving their wellness and living a richer life.

As a dedicated advisor, I am committed to professional development and life-long learning, in addition to staying on top of financial industry trends.

How do I align my time and money with my values and passions to Live a Richer Life?
I spend quality time with my family, keeping our bonds solid and meaningful. I also invest in my personal growth by taking workshops, courses, and reading books. Balancing family time and personal development helps me live a more fulfilling life.