Nicky Morong
Founder/CEO at Peterkin Financial

Nicky Morong, CFP®, started Peterkin Financial with a simple conviction: you should not have to sacrifice your life today to build wealth for tomorrow. After losing her father in her early twenties, she became focused on helping people make smart financial moves now, not someday. She retired her husband at 37, moved her family from Boston to San Diego, and has spent more than a decade helping high earners and business owners stop overpaying in taxes, clean up their financial strategy, and build a clear roadmap to the life they actually want.