Nannette Kamien (CFP®, MBA, RICP®)

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

  • Baby Boomers
  • Generation X
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

You’re a busy professional woman in the middle to later stages of your career (or maybe you’ve already retired!). You have a lot going on, but you want to make sure you’re making smart financial moves. Whether you’re the family CFO or not, you want to be treated with respect. You won’t be afraid to ask questions and learn what you don’t know. You’d like to find someone you can bounce ideas off of, to get help making financial decisions, or to delegate to an expert. Finances don’t have to be a drag. You probably are already in the habit of saving. You may be making a lot of money, but haven’t been intentional about what you’re doing with it.

Additional Information

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

January 23, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3660 Azure Cir Carlsbad, CA 92008 Phone: +1 (760) 444-4547