Nicole A. Gobel, CPA, CDFA® 

Nicole recently joined Bouchey Financial Group as a Wealth Advisor and relocated her family to the capital region. She brings with her over 20 years of experience in financial services, including 12 years as a client advisor with a registered investment advisory firm in the New York/New Jersey region. At our firm Nicole will work with clients on their financial/tax planning, investment management and soon help develop a family office network.

She began her professional career at Bloomberg, LP working with institutional clients primarily in the Mid-Atlantic region but after 10 years pivoted toward personal financial planning, taxes and investment management. As a Certified Public Accountant, Nicole ensures that tax planning is taken into consideration when making any investment decisions and she aims to help coordinate all aspects of her clients’ financial lives.

Nicole has an MS in Accounting from Fairleigh Dickinson University and a BS in Business Administration with a minor in Economics from The College of New Jersey. She has been involved in a number of Women & Wealth initiatives and actively participated on the Planning Committee for the Women’s Division of the New Jersey Financial Planning Association. Nicole was also named a 2021 Five Star Wealth Manager in New Jersey.

Outside of her professional life Nicole enjoys spending time with her family outdoors and is excited to explore the greater capital region. She believes strongly in financial literacy and intends to become involved in area organizations to give back to her new community.