Nicole Schafer, CFP®, CLTC®

Private Advisor, Senior Financial Planner

Certified Financial Planner, Paget Wealth Partners at Rockefeller Global Family Office

As a dedicated and seasoned Certified Financial Planner, Nicole Schafer is an integral part of the elite team at the Rockefeller Global Family Office, where she specializes in providing comprehensive wealth planning and wealth transfer solutions to ultra-high net worth families. Their clientele is among the most affluent and influential, consisting of entrepreneurs, corporate executives, and families with generational wealth.

Nicole, the second oldest of a remarkable family of 12 siblings, deeply values the bonds of family connection. This upbringing has instilled a profound appreciation for relationships, a quality that shines through in her work with clients.

In addition to a thriving career, Nicole values an active life. She is married to Patric and shares her life with him and their two beloved dogs. In her free time she devotes considerable effort to connecting with family and friends, whether it’s hosting gatherings, taking trips, or participating in family events. Nicole splits her time between the vibrant urban landscape of Bellevue and the serene beauty of Coeur d’Alene, enjoying the unique qualities and perspectives that come with both city life and more rural living.