Nancy Hecht, Cfp®, Aif® Email & Phone Number

"To know what to do is wisdom. To know how to do it is skill. To know when to do it is judgment. To combine them all with service is our mission." Financial planning is not a product, but a process of providing advice and assistance to help clients achieve their financial goals. And because each client is unique, there can be no cookie cutter approach. Through our SEC registered investment advisory firm, Certified Advisory Corp, Ms. Hecht offers Fee-Based Planning and asset management. This allows him to prioritize and address your needs without being influenced by house products or commissions. The process works in the following phases: > A Complimentary Consultation. Because financial needs and concerns vary from one family to the next, Ms. Hecht will conduct a personal interview to determine the time required to develop a customized plan for you and your family. There is no charge for this initial meeting. > Your Assessment. At this meeting, you will be able to assess Ms. Hecht's capabilities, get questions answered and make an informed decision about beginning a long-term professional relationship. > Plan Implementation. Should you decide to proceed, your financial plan will be prepared by Ms. Hecht. It's a hands-on approach from start to finish and will help ensure that your plan is relevant to your unique needs, concerns and aspirations. Whether your aim is to create a college fund for your children or grandchildren, reduce your taxes, plan for or maintain your retirement lifestyle, Ms. Hecht, as a CERTIFIED FINANCIAL PLANNER™ professional, is prepared to help you.

Listed skills include Retirement Planning, Retirement, Financial Advisory, Strategic Financial Planning, and 16 others.

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  Certified Financial Planner™

  Certified Financial Group, Inc.

  Aug 1988 - Present - Altamonte Springs, Fl, Us

  Nancy Hecht, CFP®, AIF® has been in the financial planning profession since 1983, has been a CERTIFIED FINANCIAL PLANNER™ practitioner with Certified Financial Group, Inc. since 1988 and has earned the Accredited Investment Fiduciary® (AIF® ) professional designation. Ms. Hecht offers to provide extensive financial planning services, which include retirement planning, estate planning and investment management. She is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission, and a registered representative of TransAm Securities, Inc. Ms. Hecht is listed in Who’s Who in the Financial Industry. In addition to being a co-host for the financial radio program On the Money on WDBO 580 AM, she is also a frequent contributor to the Orlando Sentinel’s “Money Matters”, WKMG Channel 6 “Problem Solvers” and to Channel 13. Her memberships include the Financial Planning Association of Central Florida, the TOP Foundation, and the Jewish Professional Women Association. Ms. Hecht’s previous experience includes five years as the Customer Relations and Training Assistant Manager for the National Bank of Detroit. She attended Wayne State University and Walsh Institute of Accountancy and Business, where she majored in Accounting. Other professional licenses and registrations include: Life and Health Insurance and Variable Annuities license with the State of Florida, Series 6 and 22 with FINRA (Financial Industry Regulatory Authority) formerly the NASD.