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Nicole Farrar, CFP®

Associate Wealth Advisor, SPW- San Diego
Nicole Farrar
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I’m Nicole Farrar, Associate Wealth Advisor at Stratos Private Wealth, San Diego.

I’m passionate about helping individuals and families build financial plans that reflect what matters most to them. By taking a thoughtful, relationship-focused approach, I help clients navigate life’s transitions with confidence while creating strategies that support their long-term goals. I believe great financial planning starts with understanding each client's unique values, priorities, and aspirations. Taking a holistic approach allows me to develop personalized strategies that evolve alongside my clients' lives.

Experience

As a Southern California native, I’ve proudly called San Diego home for more than 20 years. My career in financial services began while I was in college, working full-time as a paralegal at an estate planning law firm. That experience gave me a strong understanding of helping families prepare for life’s important transitions and inspired my move into financial planning and investment management in 2011.

To further strengthen my expertise, I earned the Certified Financial Planner™ (CFP®) designation in 2020.

 

Personal Interests

 Outside of work, my greatest joy is spending time with my family. My husband, Matt, and I have been married for more than 15 years, and our son, Owen, keeps life full of adventure. As the proud parent of a NICU graduate, Owen's journey has given our family a deep appreciation for resilience, gratitude, and making the most of every moment.

You'll often find us exploring the outdoors, attending classic car shows, or spending time on the water together. When I have a quiet moment, I enjoy reading a good book or getting creative by making wine cork cacti.



Specialties

  • Comprehensive Financial Planning 

  • Retirement Planning

  • Wealth Management 

  • Estate Planning Coordination

  • Goal-Based Planning

  • Lead Advisor Support

Education

  • University of San Diego, Bachelor of Arts

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