Nicole Middleton, CFP®

Certified Financial Planner (TM) & Owner of Strategy Squad. We help busy families protect & grow their wealth through financial planning & investment management

[Nicole Middleton, CFP® @squadadvisors]

Learn more about Rosie Rios, an incredible leader, a Bay Area native, and former U.S. Treasurer who has used her powerful position to put a woman in on U.S. currency for the first time in… https://t.co/mktVb0JNUf

[Nicole Middleton, CFP® @squadadvisors]

Check this slide from today's 🔥 keynote presentation by Rosie Rios, former U.S. Treasurer , at #LWVO2019 luncheon https://t.co/QdSPuBGJvk

[Nicole Middleton, CFP® @squadadvisors]

REMINDER: You have a few more days left to make contributions to a traditional IRA or Roth IRA for the 2018 tax year. Max contributions to these IRAs for 2018 are $5,500 per individual, or $6,500 if age 50 or older. Deadline is April 15!! #Retirement #RetirementPlanning #NestEgg

[Nicole Middleton, CFP® @squadadvisors]

Are you ready to shatter your financial glass ceiling? Women have been breaking the glass ceiling in the workplace, but these unofficial barriers still exists when it comes to women… https://t.co/Fhr0ldQJc0

[Nicole Middleton, CFP® @squadadvisors]

Tips for turning your weekends into vacations w/o spending more $$$ #mindfulness https://t.co/gzwSSIyWDq

[Nicole Middleton, CFP® @squadadvisors]

House Speaker Congresswoman Nancy Pelosi visited our the.wing family in SF last wknd. We we're thrilled to hear her stories of leadership, motherhood, and encouragement for more women to… https://t.co/TZXaJT9yi4

[Nicole Middleton, CFP® @squadadvisors]

Our hearts go out to McElhaney family for the loss of their son Victor. He was a native son of #Oakland and part of our #USC family. Rest in Power!

[BWOPA - Black Women Organized for Political Action @BWOPATILE]

via @EastBayTimes: 'Oakland City Councilwoman’s son fatally shot in Los Angeles' - https://t.co/1ZbS6dhnMR

Sending prayers and love to our BWOPA Sister @LynetteGM and her family during this very tough time.

[Nicole Middleton, CFP® @squadadvisors]

The Smart Ways to Be a Tax-Savvy Investor https://t.co/VYHYy0tjpK via @WSJ #taxes #investing

[Nicole Middleton, CFP® @squadadvisors]

How to give yourself an insurance audit in your 50s & 60s #insurance #financialplanning #BabyBoomers

[Next Avenue @NextAvenue]

Reduce risk and preserve wealth. https://t.co/a1mQ5PXGNO

[Ayanna Pressley @AyannaPressley]

I love this mashup but I’m re-framing it so you can get a glimpse of some of the women behind this woman. Grateful to my dedicated A team and the committee staff for the diligent preparation that went in to yesterday’s hearing #inthistogether #shinetheory @RashidaTlaib @AOC

[Charles Thomas @cthomasclt]

Bet on us! Communities of color are the fastest growing populations but are the least funded by philanthropy. -Community & Ethnic Media panel at @knightfdn Media Forum #infoneeds

[Pande Literary @pande_literary]

We’re very excited to share @bridgettmdavis’s piece on the Numbers' legacy of empowerment within African American communities, as well as her own personal history. We promise it's worth one of your free @nytimes articles! Check out the full story at https://t.co/VuxWpiZmBi #AAHM

[Nicole Middleton, CFP® @squadadvisors]

Happy Lunar New Year! We're enjoying learning more about this joyful cultural celebration from our global family https://t.co/s2iWOn3Gyw #YearOfThePig

[Nicole Middleton, CFP® @squadadvisors]

"3 questions to ask yourself about everything you do" @staceyabrams inspiring #TedTalk even better than her rebuttal of the #SOTU https://t.co/B3gMIgwYk0 via @TEDTalks

[UFSC SF Bay Area @ufscbayarea]

Happy Rosa Parks Day ✊🏾 Don't give in! Believe in yourself and all the things you're fighting for. Keep pressing on! #BlackHistoryMonth #MondayMotivaton #RosaParks #RosaParksDay #ufscsfbayarea #ufscnet

[Nicole Middleton, CFP® @squadadvisors]

Timing the markets as an investor could really cost you. This article helps put this idea into perspective. #investing https://t.co/K3nvuNb6MJ

[Nicole Middleton, CFP® @squadadvisors]

Instead of comparing yourself to others, try making a gratitude list of everything that brings you joy https://t.co/dExbgE22PG

[Nicole Middleton, CFP® @squadadvisors]

I heard good news from this couple today that they have found a home, met with a lender, and are on track to close on a Bay Area home. So happy for them!! This is why I like to help others plan financially to meet their goals!

[Nicole Middleton, CFP® @squadadvisors]

The POWER of A PLAN! A client couple in SF worked w/ us at the end of '18 on a comprehensive financial plan. They wanted to be homeowners, & needed a plan to get there. We ran the numbers, & showed them the pros & cons of renting vs. owning in the Bay Area! It just made sense.

[Abies @CaliWonderNurse]

#IMarchFor gender-based wage gaps. https://t.co/hYuI9DhAzR #WomensMarchOakland2019 #WomensWaveOakland #WomensWave #WomensMarchOakland #WomensMarch2019 @WomensMarchOak