Robert E. Nichols, AIF®, CPFA™

Robert E. Nichols, AIF®, CPFA™

Wealth Advisor


CA Insurance Lic. #0B95874


Covering the following branches:

  • Corporate Office - Located at W Pinnacle Peak Rd. 
  • Sedona - Roadrunner Dr.
  • Flagstaff - U.S. Highway 89
  • Flagstaff - Sawmill Rd. 
  • Cottonwood - State Route 89A


Robert has worked as a Financial Advisor for over 20 years, most recently with Desert Financial Wealth Management since 2001. There he worked with LPL Financial Services for 17 years. While with LPL, he was a member of the prestigious Chairman’s Club (2008, 2012, 2014) and Patriot Club (2002-2007, 2009, 2011, 2013, 2015, 2016, 2018) based on annual production.

Mr. Nichols focuses on retirement planning for credit union members at all life stages. Robert is committed to continuing education, so that credit union members he advises benefit from his awareness in a constantly changing financial world. He takes the time to get to know his clients and help them address their financial goals. Robert graduated from Arizona State University with a Bachelor’s Degree in Finance. 

Mr. Nichols also has his Arizona Life and Health Insurance License and is registered with LPL Financial with his SIE, Series 7, Series 63 and Series 65 securities registrations.