Nancy is dedicated to the financial issues facing individuals today. She commits to the cornerstone of financial planning which recognizes that everyone's economic and life situation is unique, requiring personal attention, solutions and direction, with periodic reviews to monitor progress.
Nancy’s professional qualifications include CERTIFIED FINANCIAL PLANNER designation, the completion of the Uniform Investment Adviser (Series 65) designation in 1999 and the General Securities (Series 7) designation in 1993. in 1997 she acquired a California Life, Health, Disability, and Long Term Care Licenses to better manage the risks in life that are beyond personal control. She is a member of the Financial Planning Association of San Diego since 2003.
When she is not consulting with her clients, you may find her and her husband enjoying time with two adult daughters, kayaking, biking, gardening and simply enjoying the many outside activities San Diego offers.
Nancy can be reached at 858-452-4930 ext. 131 or cell phone: 858-336-5383.
Email: Nancy@kingsroadinc.com
Registered Representative offering securities and advisory services through Independent Financial Group LLC. Member FINRA and SIPC. Advisory services also offered directly through Kingsroad Financial & Insurance Services, a Registered Investment Advisor. Kingsroad Financial & Insurance Services, and Independent Financial Group, LLC are not affiliated.