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Nicole Joko
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Nicole Joko

Partner

Cerity Partners Visit firm website
Irvine, California
Retirement planningTax planningEstate planningInvestment management
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Professional background

Meet Nicole.

Nicole Joko helps individuals and families coordinate tax, retirement, estate, and investment decisions. Her work includes guiding clients through financial transitions and preparing the next generation to manage wealth. Before Cerity Partners, she held private wealth roles at MullinTBG Advisors and Ayco, a Goldman Sachs company.

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Areas of focus
Retirement planning · Tax planning · Estate planning · Investment management
Credentials recorded in sources
CFP®
Investment minimum
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Portrait source
Photo matched to official biography · 2026-09-16

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01Which services do you offer for someone with my goals?

02How do your fees and other compensation work?

03Who will I work with, and how often will we meet?

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The listed firm
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Cerity Partners

8 listed professionals

Cerity Partners provides integrated wealth management for individuals and families alongside services for corporations and institutions. Its personal wealth offering spans investments, financial planning, estate and gift planning, tax services, insurance planning, trusts, business owner advice, and family office services.

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Professional backgroundRegistration, employment history, and disclosures SEC adviser searchResearch advisory firms and professionals

Professional sources reviewed 2026-09-16. Location: Biography names the Orange County office. The official California locations page identifies that office as 18881 Von Karman Avenue, Irvine, California.. Listing does not imply participation, endorsement, or availability for new clients.

Portrait from the linked professional or editorial source. Rights remain with the original owner.

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