Keith Nicholson, CFP®, Paraplanner

My role is to be a resource for the needs of our clients. I’m always here for them to provide guidance and answer any questions. I help implement the recommendations and with our ongoing client communications.

What sets Collier apart?

With our specialization in retirement planning, we are in a position to educate and guide our clients through what should be an exciting transition in their lives. We do this by combining our retirement experience with unique and fun events focused around retirement.

Explain why you work for/with a company that specializes in retirement planning.

Entering retirement is a period of incredible change in a person’s life. I love understanding what someone is looking for in that change and helping them along the way.

Please share one of the most unique or meaningful “lifestyle” experiences that your client achieved.

One of our clients is in her early 80s and recently went on a 10-day hike in the Dolomites. In her retirement she has stayed active and taken all the trips she always dreamed of taking. It was inspiring to see her truly enjoy her encore phase of life. 

What is your favorite part in the process when working with clients?

I love getting to know what makes our clients happy and figuring out ways we can help them pursue that.

Explain how your friends or family would describe your personality.

Caring. Friendly. Supportive. Always smiling

What are your favorite things outside of work?

I’m usually rock climbing, hiking, skiing, eating all kinds of food or exploring Denver with my fiancé and dogs.

Tell us an interesting fact about you.

One of my favorite things is having the opportunity to teach and educate on new things, whether that’s teaching someone to rock climb or making suggestions for the best new restaurants to try.

Are there degrees, awards, accolades or experience you’d like to highlight?
  • As a CFP® and someone who majored in financial planning in college, I have a passion for this industry and helping our clients.

These views may not be representative of the views of the other clients and are not indicative of future performance or success.

Time to connect?

THEY SAY TIMING IS EVERYTHING.
IF RETIREMENT IS ON YOUR MIND, WE SHOULD TALK.