Nancy Curtin is an honors graduate of Columbia University and a CERTIFIED FINANCIAL PLANNER™ professional. With more than 25 years of financial and business consulting experience, Nancy has developed a reputation for providing excellent client service with her holistic approach to wealth management, financial planning and outstanding client care.
Nancy is a specialist in retirement planning, wealth preservation, and estate planning. She enjoys helping her clients establish and achieve their financial goals by helping them create and implement realistic financial strategies that are targeted and effective. Nancy is accessible and actively promotes open client communication.
As a registered representative of Commonwealth Financial Network®, Nancy is committed to ongoing professional development and education. In addition to holding several professional licenses and certifications, she has also completed executive management seminars and courses at Columbia University Business School.
Nancy is an active member of the Financial Planning Association, a professional group devoted to advancing the value of Financial Planning. She is a frequent Speaker and loves to share knowledge that will help people to thrive.