H. Nicole Mullinix, CFP®, CRPC®,MBA

H. Nicole Mullinix, CFP®, CRPC®,MBA

Private Wealth Advisor

Phone: 724-743-6165
Fax: 724-743-0170
Mobile Phone: 412-418-3224
E-mail:

In 1997, Ms. Mullinix was working in the exciting and competitive world of professional sports, with a secure and challenging future in marketing with the Pittsburgh Pirates baseball club.

She decided to give it all up and to follow her true passion - a career in financial services.  That's because Ms. Mullinix was convinced that, as a CERTIFIED FINANCIAL PLANNER®, Practitioner she could utilize her keen sense of honest communication and enthusiasm, giving her the unique ability to motivate clients to take important action toward their financial goals.

Soon after joining Mosaic Consulting, Ms. Mullinix became one of only 65 financial planners in the United States selected to join the Sagemark Consulting Private Wealth Services, which focuses on clients in the very high net worth category.

As an investment professional, Ms. Mullinix provides fee-based financial planning, wealth management, and retirement planning services, assisting clients to accumulate, preserve and transfer wealth.  In addition, she specializes in the financial needs of senior executives, business owners and professional women.

First, her ambition led her to a Bachelor of Arts degree from West Virginia University and a Masters of Business Administration from Wheeling Jesuit University.  As a CERTIFIED FINANCIAL PLANNER® Practitioner, and also having the Chartered Retirement Planning Counselor designation, Ms. Mullinix is also a securities licensed representative and licensed to sell life, disability income and long-term-care insurance.

Ms. Mullinix is an active member of the Financial Planning Association and the Pittsburgh South Hills Delta Gamma Alumnae Chapter and enjoys traveling, skiing, and long distance running, completing the Phoenix Marathon in 2006.

"I am passionate about making a difference in the lives of my clients, in an era of seemingly never ending opportunities, my goal is to be the voice of reason and to provide solid, results-proven direction." CRN200906-2031849