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
- 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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