Nicole Gasque

Finances were a regular topic of conversation at my family’s dinner table. My mother was an accountant, my father was a teacher, and financial planning was simply part of everyday life—not something separate or intimidating. That early foundation shaped the path that followed.

During my senior year of college, I completed an internship with a financial advisor that gave me my first meaningful exposure to the industry. It immediately felt like the right fit. After graduation, I joined Capital Group Companies, where I remained through 2009.

During the financial crisis, I moved to New York City. Drawn to the city’s energy and eager for a new challenge, I spent the next decade working with restaurant groups throughout New York. I managed beverage programs and created elevated guest experiences in a fast-paced, high-expectation environment.

Those years taught me the importance of service, precision, responsiveness, and anticipating client needs—skills that translate directly to wealth management.

When the COVID-19 pandemic changed daily life, I began reevaluating what mattered most. My family has always been close, and being across the country while my nieces and nephews were growing up no longer felt right. I returned to the West Coast to be more present for the moments that matter.

Soon afterward, a longtime friend reconnected with me about an administrative opportunity within her husband’s advisory practice. It felt like a natural next step. What began as an administrative role has evolved into a full wealth management position over the past five years.

Today, I help clients navigate financial decisions with clarity and confidence, while ensuring the behind-the-scenes details are handled accurately and efficiently. A significant part of my role is communication: staying responsive, answering questions, and coordinating with institutions to keep every step moving forward.

My hospitality background continues to shape how I approach this work. To me, genuine service means follow-through, attention to detail, and making people feel comfortable asking questions.

Outside of work, you can usually find me near a body of water or spending time with my 90-pound black Lab and his cat sister. I’m also an active member of a Bourbon and Business chapter in Orange County and am currently completing my second term on my HOA board—where I am, admittedly, there for the numbers, not for what anyone has on their balcony.