Nanette has dedicated her career to empowering women through significant life transitions, including divorce, widowhood, and major career milestones. She specializes in serving high-net-worth women executives and entrepreneurs, combining personalized strategies with a deep understanding of the unique financial challenges her clients face.
Nanette holds a Master's in Personal Financial Planning and previously worked as a Senior Financial Advisor at Wells Fargo Advisors. She also holds the following certifications:
Typical Client Engagements:
High-net-worth women navigating leadership transitions, executive roles, or business ownership
Women navigating personal transitions such as divorce or widowhood
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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.