Nicole SanCartier - Registered Paraplanner*
Nicole was asked to join our group in September of 2014. Her love of interacting with people and completing projects as well as her personal drive and organizational skills are what makes her a great addition to our group. With three years under her belt working in the banking industry, this has been a smooth transition into the investment side of finance. Since she began, she has obtained her Registered Paraplanner certificate, which enhanced her skill set to be able to find solutions and answer questions for clients more efficiently. After that was completed, she became licensed to sell and service Life Insurance. Outside of opening and servicing investment accounts or life insurance, Nicole is involved with creating and updating our website and is also part of the Marketing and Branding committee. She looks forward to her future at Lerner, Csernai and Fath Financial, meeting and assisting clients and continuing her education, all while enjoying her time working with, and learning from, these genuine people. While Nicole is not at work, she enjoys photography, softball, traveling and spending time with her family. She especially enjoys being a member of the local women’s choir, Voca Lyrica.