Nancy Curtin is an honors graduate of Columbia University and a CERTIFIED FINANCIAL
PLANNER™ professional. With more than 25 years of financial and business consulting
experience, Nancy has developed a reputation for providing excellent client service with her
holistic approach to wealth management, financial planning and outstanding client care.
Nancy is a specialist in retirement planning, wealth preservation, and estate planning. She
enjoys helping her clients establish and achieve their financial goals by helping them create
and implement realistic financial strategies that are targeted and effective. Nancy is
accessible and actively promotes open client communication.
As a registered representative of Commonwealth Financial Network®, Nancy is committed to
ongoing professional development and education. In addition to holding several professional
licenses and certifications, she has also completed executive management seminars and courses
at Columbia University Business School.
Nancy is an active member of the Financial Planning Association, a professional group devoted
to advancing the value of Financial Planning. She is a frequent Speaker and loves to share
knowledge that will help people to thrive.
Nancy and her husband Eric are healthy and active and enjoy the great outdoors and all it
has to offer.