Nicole Offerman, AIF®

Retirement Plan Consultant

Nicole is a Retirement Plan Consultant with RTD Financial. She has served the retirement plan industry for over 10 years, collaborating with company owners and executives to construct effective retirement plan programs for their employees.  Nicole also develops and helps execute customized participant education campaigns.  These programs are designed to enable individuals to establish and attain reasonable retirement planning goals. She provides investment education in group settings and one-on-one sessions.   

Nicole received the Accredited Investment Fiduciary® designation in 2009 and is a member of the ASPPA Benefits Council of Greater Philadelphia.

She resides in southern New Jersey with her rescue dog, Penny.  She enjoys travelling, especially home to Iowa to spend time with her extended family.  Nicole spends her time reading, learning everything she can about wine, and watching hockey and college football.