Nicole Middleton

Nicole M. Middleton is a Financial Planner and Chief Executive Officer with Strategy Squad Insurance Services, LLC – an independent, family-owned wealth management firm based in Oakland, CA.  She partnered with her father Dennis Middleton, CPA to launch the firm 3 years ago.


Nicole was chosen as a Golden Gate University Women in Leadership 2017 Panelist.  On October 25, 2017, GGU will host its Annual Women in Leadership event that allows participants to hear a distinguished panel of professional women share stories, tips and insight on how to navigate a successful career based on their personal journeys!


Nicole earned a Master’s Degree in Financial Planning from Golden Gate University in San Francisco and a Bachelor’s Degree from the University of Southern California.  Her community leadership includes serving as a mentor and advisory board member of Global Girl Media, member of the Financial Planning Association of San Francisco’s NexGen Committee, philanthropy advocate with the East Bay Community Foundation and member of the UFSC-San Francisco Chapter.  She is the Committee Chair of the Chapter’s “The Greet” Event Mixer and Membership Drive that will be held in San Francisco on November 10, 2017.

Nicole’s hobbies include playing tennis, international travel and spending time with family and fiancé Tariq Holloway.


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Oakland Woman
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[heading textcolor=”white” top=”10″ bottom=”10″ textalign=”text-left” size=”2″]WAYS TO CONNECT WITH NICOLE[/heading]

San Francisco Chapter
Urban Financial Services CoalitionUFSC San Francisco Bay Area

182 Howard St. #731
San Francisco, CA 94105
Jason Matthews, Chapter President


At Strategy Squad Insurance Services we work with a diverse population of individuals, families and closely held businesses who seek efficient strategies to protect their wealth, their family’s standard of living and create income for the future.





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