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Nancy I. Kunz

CFP®, CPFA® ChFC®, CLU®

Senior Financial Advisor
nkunz@dbroot.com(opens in new window)

Nancy advises DBR & CO’s Generational Wealth and Flagship clients, and is responsible for developing strategies for the firm's Financial Planning Committee. Nancy has over three decades of financial services industry experience and specializes in creating comprehensive wealth planning solutions for clients, including estate and trust planning, retirement planning, and philanthropic and family advisory.

Prior to joining DBR, Nancy worked as Director of Financial Planning for Cantor Fitzgerald Wealth Partners and in a similar capacity with a regional bank.

Outside the office, Nancy enjoys spending time with her husband Heinz, watching all Pittsburgh sports teams and reading.

Education

Nancy holds a Bachelor of Arts in English Literature from West Virginia University. In addition, she holds the CERTIFIED FINANCIAL PLANNER™, Certified Plan Fiduciary Advisor, Chartered Financial Consultant®, and Chartered Life Underwriter designations®.