Advisor at Connective Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Connective Wealth Partners, LLC
Location
Los Angeles, CA
Credentials
Series 65
Industry experience
< 1 year
Nicole Lapin is a financial advisor at Connective Wealth Partners, LLC in Los Angeles, CA, holding a Series 65 credential. She has been with Connective Wealth Partners since 2025 and has prior experience as Chief Executive Officer of Money News Network, a financial industry podcast network. Lapin also has a background in media production through her work with Nothing but Gold Productions. Connective Wealth Partners provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach based on fundamental analysis and internal due diligence, constructing portfolios with ETFs, equities, bonds, and alternative investments.
Based on Connective Wealth Partners, LLC
Based on Connective Wealth Partners, LLC
Up to $25,000 per engagement for stand-alone financial planning services.
$0+: 0.50% annually +: up to 2.00% annually
Up to $175 per hour for financial planning services.
Ongoing financial planning fee ranging up to $175 per month.
Los Angeles, CA
California
Connective Wealth Partners, LLC
2025 - Present (1 year)
Money News Network
2023 - Present (3 years)
Nothing but Gold Productions
2011 - 2025 (14 years)
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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