Nancy Nawn (CFP®, CIMA®)

Nancy Nawn focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Raised by a single mom with two other siblings, Nancy learned the value and importance of sound financial management at an early age. She started her first job in sixth grade with a daily paper route to help her pay for personal items her mother couldn’t afford. Nancy continued to work full and part-time jobs throughout high school, undergraduate and graduate studies to pay her education and living expenses. After working several years in the industry, Nancy ultimately wanted to become a financial planner to help other people understand and manage their financial lives. Through comprehensive financial planning, she has helped hundreds of individuals, families and small businesses create strategic roadmaps leading to personal and professional success.

Nancy has over 20 years of experience in the financial services industry. She has worked in various areas of the business throughout her career including product management, business development, marketing and most prominently as a financial planner. Nancy‘s education has been focused exclusively on finance. She earned two finance degrees, a BS from Rowan University and a MBA from St. Joseph’s University. Nancy is also a Certified Financial Planner™ and a Certified Investment Management Analyst®. Both designations demonstrate her deep knowledge, skills and commitment to the financial planning profession.

Although Nancy works with many types of clients, her practice is now focused specifically on women who have historically been underserved by the financial planning community. Regardless of a woman’s relationship status or circumstances, she believes it is imperative to empower women about financial management, so they can make informed decisions concerning their families, careers, security and personal well-being.

Additional Information

Member of the Financial Planning Association

Member of the Investments and Wealth Institute

Member of the XY Planning Network

Member of the National Association of Personal Financial Advisors

 

NAPFA Start Date

April 16, 2018

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This Office

2415 Linden Dr Havertown, PA 19083-1603 Phone: (610) 364-5838