Nicola Wealth
Since becoming the first woman to rank at number one on WP’s Top 50 Advisors list last year, Karen Ikeda has enjoyed another exceptional year by adding new clients and taking her AUM to almost $1.4 billion – the third largest total on this year’s list.
Ikeda credits the “incredible mentorship and encouragement” from Nicola Wealth founder and CEO John Nicola as one of the main factors behind her success. She has continued to navigate the pandemic with aplomb and maintained open lines of communication with her purposely small number of clients to ensure they “don’t feel any financial stress on top of the underlying pressure we’re all feeling.”
“I’m looking forward to reconnecting face-to-face with each of my clients,” she says. “I also hope to play a key role in building the next generation of top advisors.”
Ikeda’s proudest career moment? “Being named among the Top 50 Advisors year after year,” she says. “If you had told me in 1994 that I’d be on this list, I wouldn’t have believed you.”