Nicole Carson, MBA, CFP®

Nicole C. Carson, MBA, CFP® is the Founder of 2nd Story Wealth Planners, a firm she co-owns with her husband, Tarif. She provides virtual, values-based financial planning for professionals and business owners who want a trusted partner to help build wealth with purpose.

With over 20 years of experience in financial services, Nicole’s career spans advising, leadership and client relationship management. She previously led ultra-high-net-worth client relationships at Vanguard and supported advisor growth at Lincoln Financial before launching her firm to expand access to personalized planning.

Nicole holds a B.S. in Finance from DeSales University and an MBA from Holy Family University. She volunteers on the CFP Board’s Scholarship Review Panel and is a member of the FPA, AAAA, and Alpha Kappa Alpha Sorority, Incorporated®.