Nancy Rhew is committed to the financial strategy that will help her clients step into the future with a sense of security and freedom. She applies her in-depth knowledge of financial concepts and products to help each client craft an effective, reliable strategy, and is always available to listen to her client’s ideas and questions. She carefully researchers financial products and trends to build the solutions that work for each situation. She is particularly dedicated to the financial issues facing women as an advisor who can help with both wealth accumulation and wealth preservation.
Nancy’s professional qualifications include CERTIFIED FINANCIAL PLANNER designation, the completion of the Uniform Investment Adviser (Series 65) designation in 1999 and the General Securities (Series 7) designation in 1993. in 1997 she acquired a California Life, Health, Disability, and Long Term Care Licenses to better manage the risks in life that are beyond personal control. She is a member of the Financial Planning Association of San Diego since 2003.
When she is not consulting with her clients, you may find her and her husband enjoying time with two adult daughters who live close by, wave kayaking at La Jolla Shores, and enjoying the simplicity of working in their garden.
Nancy can be reached at 858-452-4930 ext. 131 or cell phone: 858-336-5383.
Email: Nancy@kingsroadinc.com
Registered Representative offering securities through Independent Financial Group LLC. Member FINRA and SIPC. Advisory services offered through Kingsroad Financial Insurance Services, Inc., a Registered Investment Advisor. Kingsroad Financial Insurance Services, Inc. and Independent Financial Group, LLC are not affiliated.