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Megan Nuttelman
“One of the most rewarding parts of my work is helping people feel confident and at ease about their financial lives. I’m committed to building trusted relationships and being there for my clients through every season of life, supporting them as they navigate decisions big and small.”
Megan Nuttelman is a Wealth Advisor at Mission Wealth, providing holistic financial planning services to individuals and families in Summit County, Colorado and the surrounding communities. She is dedicated to providing personalized, thoughtful financial guidance that empowers clients to make confident decisions. Megan’s commitment is reflected in the trusted relationships she builds, offering steady guidance, genuine care, and ongoing support through life’s most important financial decisions.
Megan works closely with clients to create investment and wealth management strategies that reflect their personal goals and values. She believes financial planning is about more than numbers—it’s about people and understanding what matters most to them. She is passionate about helping clients gain confidence and peace of mind, so they can live fully and focus on what brings them joy.
Learn About Megan Nuttelman
Professional Background
With nearly 20 years of experience in client relations and more than a decade in donor development, Megan brings a distinctive, values-driven perspective to financial wellness. Her background makes her a trusted resource for clients interested in giving back to their communities through charitable giving. Megan is a CERTIFIED FINANCIAL PLANNER™, a designation that reflects her dedication to the highest standards of knowledge, ethics, and expertise in financial planning.
Megan earned a Bachelor of Science in Marketing from the University of Nebraska–Lincoln, with minors in Economics and Sociology, and studied Economics at the University of Oxford. She completed the CFP® Certification Education through the College for Financial Planning and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Personal Pursuits
Megan’s happiest with her husband, their two children, and golden retriever. Though they call the mountains home, she’s always drawn to the ocean and loves vacationing there with her family. She enjoys time with friends and staying active, often combining both through walks, hikes, and other shared outdoor adventures. Naturally curious and eager to learn, Megan is passionate about personal and professional growth and embraces experiences that broaden her perspective. She also values staying grounded in her faith.
Community Impact
Megan is deeply committed to her community, volunteering her time and expertise at her children’s schools and helping local nonprofit organizations with fundraising and development initiatives. A longtime community member, she finds joy in giving back and strengthening the place she and her family call home.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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