Nicole B. Simpson, CFP

Nicole B. Simpson, CFP

NICOLE B. SIMPSON brings expertise, integrity, and a spirit of excellence to every goal she pursues for herself and on behalf of her clients. With a unique talent for monetizing business and life visions, she creates strategies and actionable plans that drive revenue while addressing underlying emotional issues that can be obstacles to financial success. Growing up in a marginalized community in New Jersey, surviving the World Trade Center tragedy, and becoming a successful entrepreneur, Nicole’s life story is an inspiration to the people she serves. In 2007, Nicole founded and now serves as CEO for Harvest Wealth, a financial investment firm specializing in legacy planning, clergy compensation, and solo practitioner advising. Nicole has initiated and enhanced annual strategic partnerships with public and private entities to extend free financial guidance to underemployed and minority communities, which have been featured in Black Enterprise, Money Matters, Crain’s Business, Huffington Post, and PBS. Nicole entered the securities industry in 1991, is a Certified Financial Planner (CFP)®, and holds Series 7, 63, and 65 Securities Licenses. She is a Board Member of CFP Board Center for Financial Planning Diversity Advisory Group, Chair of the Generation X Community Association, and a Board Member of Recovery House NJ. She frequently speaks on the lecture circuit and has authored several books on financial and life planning. Her most recent release The Quiet Shift, was awarded recognition with both the BookFest 2023 awards and the International Book Wards for 2023. She has been named as Investopedia’s Top 100 Advisors for 2023 and was acknowledged with an honorable mention for a lifetime achievement award with Invest in Others. Nicole received a Doctorate in Transformational Leadership with top honors from Boston University, an M.Div. Magna Cum Laude from New Brunswick Theological Seminary, and a B.S. Cum Laude from Oral Roberts University.

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