Nikki Adler-Frigoletto, J.D., CFP®, CDFA®
Director of Planning
Nikki brings more than 20 years of experience in the wealth management industry to River’s Edge. She spent 10 years at boutique family offices in New York and New Jersey, and 10 years at Wells Fargo Private Bank, assisting clients in New York City and surrounding metropolitan areas. While at Wells Fargo, Nikki served on the Diversity and Inclusion Committee for 7 years, was a founding member and chair of the Women of Influence Committee, which works to meet the unique needs of female and next generation clients.
Nikki is personally and professionally committed to providing an open and welcoming environment for those who are under-represented in the financial services industry. Her experience is working with families with more than $1 million in investable assets in all areas of financial planning, including tax, estate, trust, retirement, business succession, education, insurance and cashflow. Her focus is on multi- generational wealth and the rising generation, particularly women, the LGBTQ+ community, modern families and families with special needs.
Nikki obtained her B.A. in Economics at Bucknell University and her Juris Doctor (J.D.) from Rutgers School of Law. She is a Certified Financial Planner (CFP®), which is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to putting their clients' best interests first to prepare them for a more secure tomorrow. She is a member of Impact 100 Jersey Coast, serving on the Arts and Culture Focus Area Committee.
Nikki resides in Colts Neck, New Jersey, and Milanville, Pennsylvania, with her husband. She is a proud mother of two, Penelope and Agnes and stepmother of Marisa and AJ and Louie their golden doodle. Family dinners, beach time and just watching the kids all coming together in her blended family brings her joy. She is an avid reader, photographer and has taken on a family tradition from her mother and of quilting and sewing.