Nikki Simpson, CFP®, EA

Manager, Financial Planning

Orange County, California

Nikki has worked extensively with individuals, families, and institutions to help them with their financial journey and facilitate peace of mind.
Nikki has over 12 years of experience working within all facets of financial services, conducting investment manager research, portfolio performance reporting/analysis, retirement cash flow projections, investment management, risk management, tax and estate planning. Previously, she worked at include Morgan Stanley, First Republic Bank, and Creative Planning. Before coming to EP, Nikki had established her own RIA, The Financial Healer, through the state of California.
Nikki holds the Certified Financial Planner TM designation and received a Bachelor of Science in Applied Mathematics with an emphasis in Finance from San Diego State University. She also studied Comprehensive Financial Planning at the University of California, Irvine.
Nikki is a registered yoga instructor who encourages therapeutic techniques such as stretching, deep breathing, and meditation to relieve stress and cultivate focus. She teaches financial literacy to young adults in North San Diego County at Mira Costa Community College. In the past she has volunteered to mentor transition-age foster youth to encourage job placement, confidence, and success. Nicole lives in Vista, California with her husband, Blake, and two Mexicali street pups, Sancho and Roo. If she isn’t at the office or in her yoga studio, you’ll find her cruising the beach with pups in tow while Blake is out surfing.