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Professionals you can trust

She has a reputation of going above and beyond client expectations in her advisory role. She knows that the complex and interconnected effects of tax planning, investment allocation, insurance planning, financial planning, and estate planning are enough to make even the savviest investor lose sleep.

Joining Nicola Wealth in 2011, Mihaela brought with her over 20 years of experience from differing roles in the financial services industry.

Mihaela currently holds designations as a Certified Financial Planner (CFP®), a Chartered Investment Manager (CIM®), and a Financial Management Advisor (FMA).

Mihaela enjoys assisting her clients in putting all the puzzle pieces in place with a tailored wealth management strategy.

Overview

Mihaela Vulpe

Client Relationship Manager

Wealth Advisor

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as as an offer of any of Nicola Wealth’s investments funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.

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Accredited investors also include certain institutions, including U.S. banks and U.S. branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
 
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.


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