Fee-Only Investments & Financial Planning

Our Certified Financial Planners build investment portfolios
that serve your life goals

Niki Theil, CFP®, Financial Planner


Background

I spent my early career in corporate finance for HP conducting research and preparing detailed financial analysis reports to inform upper management. Now, I work directly with Julie and Jennifer to research and create detailed financial plans that truly work for our clients. My goal is to provide the very best client service for all of our clients.

Education

I am a CERTIFIED FINANCIAL PLANNER™ and have an MS and BS in Finance from the University of Illinois, Urbana-Champaign.

I am a member of:

  • Financial Planning Association (FPA), Silicon Valley, Board Member (2014 - 2016), Member (2012 - present)

I live in Mountain View with my husband, Jeremy. Our two sons are currently in college. For fun, I prepare taxes for seniors as an AARP Foundation Tax-Aide volunteer.


I welcome you to contact me if you have any questions
or would like to get started with ICM.

866.966.9291 x4   :      :   nikit@feesonly.com

CFP, CERTIFIED FINANCIAL PLANNER and CFP with flame logo are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.