Reverend Dr. Nicole B. Simpson, CFP®

Reverend Dr. Nicole B. Simpson, CFP®, is a practitioner with many years of experience in the securities industry and holds Series 7, 63, and 65 Securities licenses. On September 11, 2001, her life drastically changed as a financial planner working at 2 World Trade Center on the 73rd floor. Simpson was still in the building on the 44th floor when Tower 2 was hit during the World Trade Center attacks.

Today, Simpson compassionately assists families in beginning to walk along the road to recovery when faced with a catastrophic, unexpected disaster.

She is actively involved in spiritual, emotional, and economic empowerment. Dr. Simpson is a compelling empowerment speaker, television/ radio personality, and author who travels throughout the United States, teaching in a practical and easy-to-understand manner. Her straightforward approach motivates everyone who hears her message to take action to change their future. Her commitment is to engage people with the thought, “If money were not an issue, what would be your life’s purpose?”

​She learned how to seek God’s comfort amid every story through scripture. Like most individuals, she has suffered unexpected, significant personal tragedies that affected her entire family emotionally and financially. What is critical but often avoided is the experience and willingness to share strategies that instruct others how to overcome unexpected disasters that can stagnate one’s personal life because of a crisis.

“How does one pick up the pieces of their life and move toward their ordained purpose?”

She can answer those questions and put the necessary steps to begin the recovery process into perspective.​

She embarked on a new life journey, becoming the Pastor of Micah 7 Ministries.

Her media profile includes appearances on TEDxMaviliSquare, ABC News, CNN News, BBC World News, Huffington Post, Crains NY Business, Fox News, PBS, and UPN 9.

She is a Board Member of the CFP Board Center for Financial Planning Diversity Advisory Group, Chair of the Generation X Community Association, and Provost of the Dare 2 Dream Institute.

She frequently speaks on the lecture circuit and has authored several financial and life planning books.

Two of her books Dare 2 Dream and The Quiet Shift, were awarded Third Place in the BookFest Awards and were featured on the NASDAQ billboard in New York Times Square. In addition, The Quiet Shift received the International Book Award Finalist recognition for 2023 in Health: Aging/50+.

Her commitment to financial education and planning was recognized when she was named one of Investopedia’s Top 100 Independent Financial Advisors for 2022 and 2023. Invest in Others also honored her as Trailblazer of the Year in 2023.

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.  

After years of industry experience that recognizes an economic and cultural reckoning is occurring, Simpson is equipped. She realizes she is an anomaly and has much to contribute to the inevitable change America is demanding. This reality demands that she be available as a “teacher, trainer, mentor, guidance counselor.”

Growing older is a natural part of life. Today, people are examining their lives from the perspectives of legacy and posterity, and the central themes in both are finances and the emotional capacity to manage them while preserving healthy family relationships.

The Quiet Shift is a candid look at the scenarios that life will eventually present and the solutions and remedies available to ensure that we find ourselves and those we love and care for on the winning side of this often challenging process.

Through these authentic stories, Dr. Simpson’s journey will help unlock many of the critical elements and principles necessary to take you from one stage of preparation to the next and illuminate from a proactive perspective what aging and caregiving look like no matter where you are in this process.