Nicole Rimsza is a CERTIFIED FINANCIAL PLANNER® professional and serves as both Director of Operations and a Wealth Advisor for Sunstone Wealth Management. Nicole brings disciplined expertise, thoughtful planning, and a true client-first philosophy to every relationship she supports.
In her advisory role, Nicole partners closely with clients to help them clarify their goals and design strategies tailored to their unique needs and comfort levels. She’s known for her warm communication style, her ability to simplify complex financial concepts, and the genuine care she brings to every conversation. Her mission is to empower clients with confidence, clarity, and consistent guidance.
Alongside her advisory responsibilities, Nicole leads Sunstone Wealth’s operational strategy—ensuring the firm delivers an exceptional and seamless client experience. From optimizing internal processes to overseeing new-client onboarding to being the friendly, reliable voice clients instantly recognize, she makes certain both the front and back office run with precision. Her attention to detail and commitment to excellence set the tone for the firm’s high standard of service.
During her time at Sunstone Wealth, Nicole had the opportunity to be mentored by Founder and Wealth Advisor Natasha, an experience that shaped her approach and strengthened her growth as both a leader and advisor. Together, they guide clients through meaningful financial decisions with clarity, compassion, and a shared commitment to excellence.
Before joining Sunstone Wealth, Nicole built a strong foundation at Vanguard, where she thrived in two roles that strengthened her operational leadership and advisory skillset. She graduated summa cum laude from the University of Arizona with a degree in Business Administration and Management in Finance. She also holds the Accredited Asset Management Specialist designation, highlighting her dedication to continual learning and high-quality guidance.
Born and raised in Arizona, Nicole feels fortunate to continue her professional journey in the state she calls home. As a triplet, she is extremely close to her siblings and family and spends much of her free time with them. When she’s not with family, she enjoys playing with her two pups, Ivy and Shea, and exploring local treasures. A passionate foodie, Nicole keeps an extensive list of great local eats and is always happy to share her favorite spots.
