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Nancy I. Kunz,

CFP®, ChFC®, CLU®

Financial Advisor nkunz@dbroot.com

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®.

Check the background of this investment professional on FINRA’s BrokerCheck

* Advisory HQ’s Top Ten advisors’ rankings are based on methodologies used by established financial news organizations and are highly focused on three pillars: total assets under management (AUM), firm size/quality, and the amount of revenue generated by an advisory firm. AdvisoryHQ’s Advisor Selection Methodology is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. The review and ranking articles are always 100% independently researched and written without the ranked Firms knowing they are being reviewed.

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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