Welcome to Dollar$ and $ense: Creating Your Fulfilled Life with Nicole Romito, a Partner at Private Vista. We combine our years of personal and professional experiences with those of our guest experts to help you create the life you imagine.
In this episode, Nicole introduces Private Vista, what they specialize in, and what their clients can expect from their team. She then shares her business and investment philosophy and talks about her passion for helping people learn about managing their finances.
Private Vista’s specialty and who their ideal client isThe Private Vista team, what drives them and how they empower their clientsHow Nicole applies her passion for empowering people on Private Vista’s business and investment philosophyAnd moreCFP DefinitionInvestopedia.comConnect with Nicole Romito:
LinkedIn: Nicole RomitoMyPrivateVista.comCall: 312-831-4370