Nancy J. Lapointe, Certified Financial Planner™ Email and Phone Number
We are an independent financial firm that has been helping stewards of our community establish and maintain their long-term financial goals since 2013. Our firm and associates have more than 20 years of experience in the field of financial planning and wealth management. Together with our clients, we seek to chart a financial journey in a manner that is personalized, meaningful, and sustainable. We strive to plan, prepare, and outfit our clients to live the life they inspire for. As their navigator, we work to develop their chart and keep our clients on the course of their choosing. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Financial planning services offered through Navigate Financial, 3663 College St SE, Suite B, Lacey, WA 98503, a Washington Registered Investment Adviser, are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth. Nancy LaPointe is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.Please review our Terms of Use here: www.commonwealth.com/termsofuse.htmlPlease check FINRA’s BrokerCheck for a list of current securities registrations.
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Founder, Certified Financial Planner™ PractitionerNavigate Financial Jul 2013 - PresentLacey, Washington, UsNancy J. LaPointe is the founder of Navigate Financial. She is the lead navigator for the firm, leading a team of professionals to address the needs and services of her clients. In 1993, she received her MBA from Frostburg State University. In 2003, Nancy became a CERTIFIED FINANCIAL PLANNER™ Practitioner, as well as obtained the Chartered Financial Consultant® designation. In 2004, she earned the designation of Chartered Life Underwriter®. In October 2008, she earned her designation as Chartered Advisor for Senior Living from The American College. March 2016 is earned her Retirement Income Certified Professional designation from The American College. In the fall of 2015, her first book Financial Reset was released by Advantage Media Publications. She is active in the local community and can often be found on weekends camping or paddling around on her stand-up paddleboard.Nancy is dedicated to developing lasting relationships with all of her clients. Together with clients, she designs their chart for their life's journey. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Nancy is her ability to provide clear, easily understood explanations of financial products and services. The personal program that Nancy provides will assist clients in accomplishing a more secure financial future.
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Principal OwnerReset Build Invest Productions Apr 2016 - PresentThis production company function is to support Nancy LaPointe's media and speaking activities. The objectives is to publish three books, including support materials, and to seek speaking engagement opportunities to promote the books and their subject matter.Currently the activities are centered around her book "Financial RESET, How your Mindset about Money affects your Financial well-being." Website: www.navigatefinancialnw.com/financial-reset-nancy-j-lapointe
Nancy J. Lapointe, Certified Financial Planner™ Skills
Nancy J. Lapointe, Certified Financial Planner™ Education Details
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Frostburg State UniversityGeneral -
Eastern Kentucky UniversityHistory And Political Science
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Ohio Northern UniversityHistory Pre Law
Frequently Asked Questions about Nancy J. Lapointe, Certified Financial Planner™
What company does Nancy J. Lapointe, Certified Financial Planner™ work for?
Nancy J. Lapointe, Certified Financial Planner™ works for Navigate Financial
What is Nancy J. Lapointe, Certified Financial Planner™'s role at the current company?
Nancy J. Lapointe, Certified Financial Planner™'s current role is Founder of Navigate Financial, Inc..
What schools did Nancy J. Lapointe, Certified Financial Planner™ attend?
Nancy J. Lapointe, Certified Financial Planner™ attended Frostburg State University, Eastern Kentucky University, Ohio Northern University.
What are some of Nancy J. Lapointe, Certified Financial Planner™'s interests?
Nancy J. Lapointe, Certified Financial Planner™ has interest in Paddle Boarding, Economic Empowerment, Civil Rights And Social Action, Touring, Education, Environment, Science And Technology, Human Rights.
What skills is Nancy J. Lapointe, Certified Financial Planner™ known for?
Nancy J. Lapointe, Certified Financial Planner™ has skills like Leadership, Strategic Financial Planning, Investments, Wealth Management, Finance, Employee Benefits, Customer Service, Securities, Time Management, Managerial Finance, Financial Services, Small Business.
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