Nancy Gatens (CFP®)


Nancy Gatens focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Business Owners
- Corporate Executives
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
NAPFA Start Date
October 28, 2014