Strategic Partner for Financial Planning
Private Vista is a wealth management and financial planning firm with offices in Chicago and Oak Brook. Our team of advisors are experienced in solving life’s financial challenges and financially preparing clients for the most unpredictable situations.
Why You May Need Private Vista
- You are contemplating the sale of your business within 1-5 years.
- You are seeking to minimize your risk to include a diversity of assets – outside the business you own.
- You are envisioning retirement and considering how to simplify your financial life.
Nicole Romito
Phone: 312-831-4378
Email: nromito@myprivatevista.com
Nicole’s financial services career began in 1992. She spent 10 years as a banker in a variety of roles; from Management Trainee to Private Banker. Nicole began her career in financial planning in the early 90s, and now as a Senior Advisor, she relies on that experience to help clients make informed financial decisions. She provides a safe place to openly share dreams and fears about money and life. She helps clients manage their emotions around money so they can tune out the noise that might get in the way of sound financial decisions. Nicole also makes financial planning fun! While it is serious stuff, it’s easier to understand and process if you have fun while doing it!
EDUCATION: Bachelor’s Degree in Finance, St. Louis University
