Forum Financial Management, LP
Niki Theil is a seasoned financial planner currently employed at Forum Financial Management, LP since May 2023, where expertise is applied in helping clients build, manage, and preserve their wealth through comprehensive services such as portfolio and retirement planning. Prior to this role, Niki served as a fee-only financial planner at Investor's Capital Management, LLC from 2013 to May 2023, and gained experience as a senior financial analyst at HP from 1996 to 2004. Niki holds a Personal Financial Planning Credential from the University of California, Santa Cruz Extension (2011-2012) and is an alumnus of the University of Illinois Urbana-Champaign.
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Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research. While this strategy has been called many things, we think the term “evidence-based investing” best describes this approach. We strive to take the emotions out of investing and counsel clients to avoid making short-sighted moves based on current market conditions. Forum advisors have decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With this foundation of technical knowledge, we are able to spend time getting to know our clients and their families. That’s what we consider to be the enduring value of working with an advisor -- we are there for our clients through every season.
Employees
51-200