Associate Wealth Management Advisor
Current
Wisefit Wealth Management & Insurance Solutions
Jul 2017 - Present
AeroLeads people directory · profile
Nancy Capps Email & Phone Number
Associate Wealth Management Advisor with WiseFit Wealth Management & Insurance Solutions
at
WiseFit Wealth Management & Insurance Solutions
1 work email found
@nm.com
1 phone found area 888
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
WiseFit Wealth Management & Insurance Solutions
Role
Associate Wealth Management Advisor with WiseFit Wealth Management & Insurance Solutions
Location
San Diego, California, United States
Who is Nancy Capps? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Nancy Capps is listed as Associate Wealth Management Advisor with WiseFit Wealth Management & Insurance Solutions at WiseFit Wealth Management & Insurance Solutions, based in San Diego, California, United States. AeroLeads shows a work email signal at nm.com, phone signal with area code 888, and a matched LinkedIn profile for Nancy Capps.
Nancy Capps previously worked as Associate Wealth Management Advisor at Wisefit Wealth Management & Insurance Solutions and Senior Credit Analyst at First Republic Bank. Nancy Capps holds B.S, Business Administration - Finance from Usc Marshall School Of Business.
Company email context
Email format at WiseFit Wealth Management & Insurance Solutions
This section adds company-level context without repeating Nancy Capps's masked contact details.
{first}.{last}@nm.com
86% confidence
AeroLeads found 1 current-domain work email signal for Nancy Capps. Compare company email patterns before reaching out.
Profile bio
About Nancy Capps
Associate Financial Representative to Chantel Bonneau, CFP, CLU at Northwestern Mutual. As an associate I focus on client development and existing client management across the spectrum of a comprehensive financial plan (insurances, investments, retirement projections, etc.).
Listed skills include Finance, Financial Modeling, Financial Analysis, Financial Services, and 9 others.
Current workplace
Nancy Capps's current company
Company context helps verify the profile and gives searchers a useful next step.
Wisefit Wealth Management & Insurance Solutions
8 roles
Nancy Capps work experience
A career timeline built from the work history available for this profile.
Senior Credit Analyst
Feb 2015 - Jul 2017
Financial Analyst
Apr 2014 - Feb 2015
Financial Analyst
Jan 2012 - Mar 2014
Intern- Financial Services
Dec 2010 - Nov 2011
Financial Analyst
May 2011 - Aug 2011
Wealth Management Intern
May 2010 - Aug 2010
Marketing Intern
Jan 2010 - May 2010
1 education record
Nancy Capps education
-
Usc Marshall School Of Business
FAQ
Frequently asked questions about Nancy Capps
Quick answers generated from the profile data available on this page.
What company does Nancy Capps work for?
Nancy Capps works for WiseFit Wealth Management & Insurance Solutions.
What is Nancy Capps's role at WiseFit Wealth Management & Insurance Solutions?
Nancy Capps is listed as Associate Wealth Management Advisor with WiseFit Wealth Management & Insurance Solutions at WiseFit Wealth Management & Insurance Solutions.
What is Nancy Capps's email address?
AeroLeads has found 1 work email signal at @nm.com for Nancy Capps at WiseFit Wealth Management & Insurance Solutions.
What is Nancy Capps's phone number?
AeroLeads has found 1 phone signal(s) with area code 888 for Nancy Capps at WiseFit Wealth Management & Insurance Solutions.
Where is Nancy Capps based?
Nancy Capps is based in San Diego, California, United States while working with WiseFit Wealth Management & Insurance Solutions.
What companies has Nancy Capps worked for?
Nancy Capps has worked for Wisefit Wealth Management & Insurance Solutions, First Republic Bank, Wells Fargo, Northwestern Mutual, and Djo Global.
How can I contact Nancy Capps?
You can use AeroLeads to view verified contact signals for Nancy Capps at WiseFit Wealth Management & Insurance Solutions, including work email, phone, and LinkedIn data when available.
What schools did Nancy Capps attend?
Nancy Capps holds B.S, Business Administration - Finance from Usc Marshall School Of Business.
What skills is Nancy Capps known for?
Nancy Capps is listed with skills including Finance, Financial Modeling, Financial Analysis, Financial Services, Wealth Management, Portfolio Management, Microsoft Excel, and Microsoft Office.
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