Nancy I. Kunz,
CFP®, ChFC®, CLU®
Financial Advisor / firstname.lastname@example.org
Nancy has been in the financial services industry since 1981. A native of Pittsburgh, she began working with individuals and business owners to help them achieve their financial goals in the areas of wealth maximization & preservation, investment & retirement strategies, and risk management. Her areas of proficiency include retirement planning, education funding, risk management and estate planning.
Prior to joining DBR & CO as a member of R. Applegate & Associates, Nancy had served as Vice President, Financial Planning and Operations at Cantor Fitzgerald Wealth Partners in Pittsburgh. Nancy has also served as Director of Financial Planning on a regional basis for nationally recognized financial services firms in the Pittsburgh area. In this capacity, she was responsible for preparing and presenting financial plans for high net-worth clients.
A graduate of West Virginia University, Nancy also holds multiple registrations and securities licenses including FINRA Series 6, 7, 22, 24 and 63. Nancy has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant® and Chartered Life Underwriter®.
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