JC Niesley CFP®
Registered Representative, CFP®
In my role as a Registered Representative and CFP® at Wollman Wealth Designs, I have the privilege of working closely with Fred Wollman and our clients during client reviews and presenting financial plans. Joining the firm in 2014, I initially worked in a client relationship and back-office capacity. However, after completing my CFP® and passing my securities and insurance exams, I became a partner in 2021. Now, I work more closely with Fred, assisting with investment research, portfolio design, and reviews, as well as financial planning.
What I love most about my job is getting the chance to know the families and individuals we work with. It's incredibly rewarding to meet wonderful individuals and their families and help them work towards their financial goals. As a guide and teacher, my role is to provide information and education, so our clients can make informed decisions about their financial future.
Outside of work, my husband Adam and I enjoy cooking, working out, listening to a wide variety of music, and taking leisurely walks with our beloved dog. I'm a graduate of UC Davis and was born in Escondido, California, before moving to Valley Center during my school years. Growing up in the countryside was a fantastic experience, where I could ride my bike to a friend's house and marvel at the stars from our deck, with the most breathtaking sight being the Milky Way.
Living in Carlsbad, California, has provided a cooler coastal environment and proximity to my workplace. My family has significantly impacted my career, with my husband being my greatest supporter and cheerleader. Working alongside my father, I appreciate the support and guidance from both my parents. Our two amazing dogs, Harper and Dash, often accompany me to the office, adding a touch of joy to my workday. In my leisure time, I cherish moments spent with my husband and fur babies, engaging in activities like hiking, backpacking, trying new foods, reading books, and enjoying games with friends.