Nancy I. Kunz,
CFP®, ChFC®, CLU®
Financial Advisor / email@example.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.
Nancy is a graduate of West Virginia University. She has earned the professional designations of CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant® and Chartered Life Underwriter®.
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