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Tanya Nichols
Founder & President at Align Financial


After 20 years working at large firms, Tanya started her own investment firm for corporate women nearing retirement – all before she was 40 years old. She is also this year’s Chair of the CFP Board’s Council on Examinations in D.C. She has been a regular contributor to the exam and CFP Board since 2010. Her unabashed authenticity and vulnerability offer a unique perspective in the industry and how to build a thriving niche practice. Hockey Mom, CrossFitter, Tealover.

Agenda Sessions

  • Finding Riches in Niches – How Target Marketing can Empower Growth