Palm Desert Office

73575 El Paseo,

Suite 2300
Palm Desert, CA 92260
Nichole Chrisman

Nichole Chrisman

Senior Client Service Associate

We are excited to announce a new addition to our Keystone Private Wealth team! Please join us in welcoming Nichole Chrisman, who will be stepping into the role of Senior Client Service Associate.

Nichole comes to us with a robust background and a wealth of knowledge in financial planning. She is a candidate for CFP® Certification, having recently completed her Certificate in Financial Planning from UC Berkeley Extension. Nichole also gained hands-on experience through Amplified Planning’s Externship Program, where she honed her skills in cash flow management, investments, retirement planning, and more.

With over 15 years of experience in various service-oriented roles, Nichole has demonstrated exceptional organizational and problem-solving skills, along with a commitment to open communication and adaptability. Her journey includes roles at Animal Samaritans and The Living Desert, where she not only excelled in client interactions but also in managing complex workflows and improving operational efficiencies.

We are particularly impressed by Nichole's dedication to continuing education and professional development. She is an active member of the Financial Planning Association (FPA) of Orange County and has participated in numerous industry summits and training sessions to stay abreast of the latest trends and best practices in financial planning.

Nichole's warm personality and empathetic approach make her a perfect fit for our team and our clients. Outside of her professional life, Nichole enjoys exploring the outdoors, working on various artistic endeavors, and spending quality time with her husband and two dogs.

Nichole has a BA in Integrative Biology, with high honors from the University of California at Berkeley.

We are confident that Nichole's expertise and passion will greatly benefit our clients and enhance the services we provide. Please join us in welcoming her to the Keystone Private Wealth family.