Nicole A. Gobel, CPA

Wealth Advisor & Tax Planner

Nicole A. Gobel, CPA

Wealth Advisor & Tax Planner

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.

More About Nicole:

“Although we only recently relocated to the Capital Region from New Jersey, I grew up going to the Catskills each weekend to my family’s cabin. This led to my love of hiking and biking that I share with my husband Peter, originally from Oneonta, and our two children Riley and Maxine. We love our new neighborhood in Clifton Park and are excited to explore the Adirondacks and all that the area has to offer.”

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