Nicole Kobayashi, CFP®

Vice President, Client Service

Nicole joined IWP in 2016 with a background in office management, non-profit development, and patron services.  Prior to joining IWP, Nicole worked as a part of the operations team at a local Registered Investment Advisor, which included assisting advisors in creating financial plans and rebalancing investment portfolios.  While in college, she worked in patron services and non-profit development at organizations including The Colorado Symphony and The Colorado Ballet.  She has a Bachelor’s degree in Music Performance from the University of Denver. Nicole holds her Series 65 license as well as her Certified Financial Planner™ certification.