Member Spotlights
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
Meet Your Peers in the Investment & Wealth Institute
Nicky Amore, MBA, MA, CFP®, CPWA®, ChSNC®, CFT™, CCFC
Wealth Advisor
What do you like about being a member of the Investments & Wealth Institute?
I like being a member of the Institute because it enhances my expertise and gives me practical tools and strategies to address the real-world challenges my clients face. I enjoy being part of a community of like-minded professionals, and I especially appreciate the emphasis on how our industry gives back through volunteer work.
What is the best financial advice you have received or given?
Compound interest is the eighth wonder of the world. If you understand it, you earn it. If you don’t understand it, you pay it.
What is something not many people know about you?
I was in a wheelchair as a child. After I recovered, I earned my second-degree black belt and taught self-defense to adults with special needs. Now I compete in triathlons, and I serve as an advisor to families impacted by special needs or trauma.
What is a challenge in the industry right now?
Some challenges right now are navigating regulatory changes and meeting our clients’ evolving expectations. We need to integrate behavioral coaching and financial technology with investment management to help clients understand how to reach their goals.
Are you an early riser or a night owl?
Early riser.
Is there a specific way your Certified Private Wealth Advisor® (CPWA®) certification has enhanced your career?
My CPWA® certification has strengthened my skills and knowledge to meet the unique needs of my practice, where I advise high-net-worth families impacted by special needs or trauma. The certification has especially improved how I explain complex strategies in ways clients can understand and implement.
What is your favorite book, or what are you currently reading?
I’m currently reading Atlas of the Heart by Dr. Brené Brown, which explores how mapping human emotion helps foster deeper connection and self-awareness. I often tell people new to our profession that we can’t pour from an empty cup. Having this book in our toolkit helps us take care of ourselves so we can better support others in reaching their goals.
What podcasts are you currently listening to?
I’ve recently been listening to the NGPF Podcast with founder Tim Ranzetta. It covers Next Gen Personal Finance’s mission to ensure all high school students graduate with the financial skills to thrive. A key focus is their experiential learning tools, including free interactive games like Build Your Stax, which compresses 20 years of investing decisions into 20 minutes, and Time for Payback, which helps students evaluate college choices, tuition costs, and post-graduation earning potential.
What are you most grateful for in your life?
I am deeply grateful for my family, especially my wife, who has been a steadfast partner throughout my doctoral journey as I complete my Doctor of Education, focused on gamified financial literacy interventions for female veterans. While she manages her clinic alongside her mom and educates the next generation of LPN, RN, and MSN students, her unwavering encouragement has enabled me to pursue meaningful work: advising executives impacted by special needs or trauma and training future CFP® professionals at NYU and UCLA.
Past Spotlights
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