Nancy Fletcher, CFP^®, CRPC^®

Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor^SM.  She is a consistent qualifier for the Million Dollar Round Table. Nancy has been a member of our team since she began her career in 1985, after graduating from California State University, Sacramento with honors in finance. With over four decades of experience, she has helped many individuals and families accumulate wealth during their working years, so they may enjoy financial independence in retirement.  She has many client relationships that are decades long.