Tanya Nichols, CFP®

Adjunct Faculty

Tanya Nichols is co-founder and managing partner of Retire Agile, a retirement-focused financial planning and investment firm she leads alongside Roger Whitney. For more than 20 years, Tanya has helped clients navigate the real-life decisions that come with money and retirement, with a particular passion for helping women feel good about their money.

As an intensely curious person, Tanya is forever learning and striving to grow and improve. She’s a true finance geek; she spent ten years helping to write the CFP® exam while serving as chairperson of the Certified Financial Planner Board of Standards, Inc. Council on Examinations. Her work on the council helped craft and refine the CFP® exam to ensure the newest members of the profession were learning the real-world applications of financial advice. She believes the best financial planning isn’t just about getting the numbers right—it’s about using your money to create a life you actually want to live.

Outside of work, Tanya is navigating her own next chapter as her kids head into adulthood. She loves traveling, working out, exploring outdoors, and escaping with a good book.

Dream Travel Destination: Currently – Switzerland

Favorite Quote: “Here is the world. Beautiful and terrible things will happen.  Do not be afraid.” Frederick Buechner

A Book to Change Your Thinking About Life Or Retirement:The Life Changing Magic of Tidying Up by Marie Kondo

Most Loved Movie: Good Will Hunting