Align Financial’s Tanya Nichols Receives Investment News’ 40 Under 40 Award

Align Financial’s Tanya Nichols Receives Investment News’ 40 Under 40 Award

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We’re absolutely delighted to be able to share some brilliant news. Our incredible founder, Tanya Nichols, has been selected as a top industry professional as part of Investment News’ ’40 Under 40’ awards.

Investment News is a major industry publication, and Tanya was selected as one of the ‘40 under 40’ by key industry thought leaders and peers from nearly 1,000 nominations. It’s a lifetime honor for Tanya, as she’ll now be invited to speak at a yearly roundtable event with other industry leaders.

Tanya has long been a well established member of the financial advisory professional community. Her approach to both running her business, working with her clients and serving the financial industry at large has certainly garnered her a great deal of high-profile attention.

She’s been interviewed for popular podcasts and publications by industry giants such as Michael Kitces and Bob Veres and in January 2020 she spoke at InsideETFs, a key industry conference.

What is the Investment News 40 Under 40 Award?

Investment News says their 40 Under 40 program “recognizes and celebrates up-and-comers in the financial advice industry … who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work.”

It’s a national award that celebrates professionals in the financial advice field who have shown themselves to be exceptional, stellar talent, impassioned by their industry and demonstrating true leadership qualities that are moving the advice industry forward.

Despite not yet being 40 years of age, Tanya Nichols is already more than twenty years into her career in finance.

Having established herself as an outstanding team member at financial services giants, Wells Fargo and US Bank, Nichols identified a need for a more tailored advisory approach for women in or heading towards retirement. She founded and created Align Financial to help empower women to feel good about their money, by planning for a secure but fabulous future.

Tanya served as the 2019 chair of the Council on Examinations for CFP Board in Washington, DC, overseeing and advising on the examinations process for candidates intending to become a Certified Financial Planner.

A Recognition of Excellence and Outstanding Contribution

Always keen to support her colleagues and financial advisors, Tanya shares her wisdom, experience and credentials by offering coaching sessions for other advisors who she’s inspired along the way.

Recognizing that useful, applicable financial education is missing from kids’ mainstream learning, Tanya now teaches adult courses at Duluth Community Education. As well as teaching retirees essential skills, Tanya’s courses equip women of all ages with financial knowhow, building confidence in their ability to manage their money, and thrive.

Tanya says, “Being recognized by Investment News is a huge honor, but also feels like a great privilege. I hope that it brings some pride to my clients too, who have entrusted me with such an important aspect of their life and their wellbeing.

If you’d like to find out any more about this award, or if you’d like to see how Tanya and Align Financial can help you align your money with your life, please get in touch.

Each year InvestmentNews recognizes 40 industry professions under the age of 40 based on factors including accomplishments as exhibited by their credentials and achievements in their industry-related projects, contributions to the industry, quality of leadership within the financial advice field, and promise/commitment to the field. The nominees were all under the age of 40 when the honorees were announced. Over 1,000 nominees were considered and 40 were chosen to receive the award in 2020. The nominations are read and vetted by an internal group of editors and reporters at InvestmentNews. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. InvestmentNews is not affiliated with Raymond James.
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Cooper Shubert
Cooper Shubert is the Registered Client Services Manager at Align Financial, located in Duluth, MN and serving clients across the country. Align Financial takes a simple but deeply impactful approach to wealth management, connecting your money to your life in a way that feels right to you.

Because Align Financial is independent of Raymond James, the expressed written opinions above are our own and not necessarily reflective of Raymond James’ opinions. Read our full disclosure here.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.