Nicki Green, CFP®

Senior Associate, Advanced Wealth Planning



Nicki Green, CFP® joined Lido in 2023 as part of its partnership with Colorado Financial Management (“CFM”). She has worked in the financial services industry for her entire career, holding various operational, client service and financial planning roles at advisory firms based in San Diego, New York City and Colorado. Nicki has a passion for building relationships and helping clients thrive by ensuring they understand their cash flow and financial situation, now and down the road.

Nicki graduated from the University of San Diego with a B.B.A. in Finance. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2019.

Nicki lives in Colorado with her husband, daughter, and two dogs. In addition to spending time with her family, some of her multitude of hobbies include traveling, CrossFit, paddleboarding, hiking, and archery.

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