Nannette Kamien (CFP®, MBA)

Nannette Kamien focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Middle Income Client Needs
  • Women's Financial Planning Issues

Planning Specialties

I know first-hand what it's like to switch jobs, get married, have a baby, and buy real estate within a span of two years. I understand the challenges you face balancing competing financial priorities like saving for retirement, and saving for college or other goals, while managing variable income, and trying to keep up with all of life's changes that happen in your 30's, 40's, and 50's. I can help you determine where you stand today financially, and help you plan to achieve YOUR inspiring future.

When I'm not helping clients, I enjoy spending time with my husband Rich, and our children Ali and Nate. I love to read, play golf, and travel.

Additional Information

YOUR CHALLENGE

Your finances have gotten more complex as you’ve gotten older. You’ve switched jobs a few times and you haven’t had time to figure out what to do with your old retirement plans. You’re going through some major life transitions like getting married, growing your family, buying a home and moving, getting ready to send your kids to college, or preparing for retirement.

OUR ROLE

Wouldn’t it be great if you could find a financial partner to provide clear, objective advice? Someone who got to know you and your family personally. Someone who understood how you got to where you are today. Someone who can help you cut through the clutter and gain peace of mind.

 

NAPFA Start Date

December 15, 2014

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