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Nancy is one of the founding members of Altus Wealth Group in 2017. As a CERTIFIED FINANCIAL PLANNER™, she focuses on constructing comprehensive financial plans and overseeing the big picture through constant coordination with clients' other trusted advisors such as their CPA's, attorneys, trustees and insurance professionals. Nancy has a comprehensive depth of experience with over 20 years of financial planning and advising. After graduating with a BS in Accounting from The University of Santo Tomas in the Philippines, Nancy started her career as a financial analyst for Mobil Oil Corporation. Throughout her career, she has achieved multiple industry designations including Certified Financial Planner™ (CFP®) and Chartered Financial Consultant® (ChFC®). Nancy's breadth of wealth management experience enables her to help deliver solutions to our clients in a comprehensive manner. Nancy and her husband Alex are the proud parents of two grown children, Kris and Joven. They dedicate most of their free time to travelling the world and spending time with grandchildren and family all over the country.
Investment advisory services offered through Altus Wealth Group, LLC, a Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Altus Wealth Group, LLC are not affiliated companies. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. This ranking was received on April 25, 2023. A fee was paid for consideration of this ranking. A more thorough disclosure of the criteria used in making these rankings is https://www.usatoday.com/in-depth/money/2023/04/26/best-financial-advisor-firms/11570568002/
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