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Nancy Fletcher, CFP®, CRPC

Nancy Fletcher, CFP®, CRPC

Financial Planner (CA Insurance License #0683297)

 

Nancy Weger Fletcher, CFP®, is a financial planner with Retirement Security Centers. She began her career in 1985 after graduating from California State University, Sacramento with honors in finance. She serves as both a CERTIFIED FINANCIAL PLANNER™ practitioner and for individuals, families, and small business owners.

Her focus is helping clients define and achieve their goals. As a comprehensive fee based financial planner, she works through a process with her clients to develop objectives within cash management, insurance, asset allocation, financial independence and estate planning. Over her long career, she has helped many individuals and families accumulate wealth during their working years so that they may enjoy financial independence later in life.

Client care comes first because lifelong relationships with her clients are her mission. Her staff of three employees is dedicated to providing assistance to clients. Together, they have the processes in place to help clients face their future with confidence. In order to provide the appropriate solutions for the many unique and individual situations encountered, she offers a wide range of investment and insurance products.

Nancy earned her CFP® certification in 1991. She has been a qualifying member of the Million Dollar Round Table for over 15 years. To qualify for the MDRT, members must meet a certain level of premium, commission or income during the year.

Nancy, with her husband Gary and three children, live in El Dorado Hills, California, where they have resided for over twenty years. She is very involved in sports activities in her community.