Nicolle Willson, JD, CFP, C(k)P is the Director of Retirement Consulting at Guideline. Formerly an attorney who graduated from the UCLA School of Law focusing on retirement and estate planning, Nicolle found her passion for helping individuals achieve their retirement goals. She now translates her 10+ years of financial and wealth management experience into helping small business owners create the perfect 401(k) plans for themselves and their employees.
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Trusted by over 50,000 businesses and 1 million savers, Guideline offers low-cost, modern 401(k)s you and your team will love. With Guideline Pro, accountants can access tools, support, and perks — and it’s free to join.