Nancy D. McKee,  CFP<sup>&reg;</sup> - Financial Advisor

Nancy D. McKee, CFP®

Allegheny Financial Group

811 Camp Horne Rd, Ste 100
Pittsburgh, PA 15237
FINANCIAL ADVISOR'S WEBSITE
(800) 899-3880
(412) 536-8023

General

Nancy McKee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allegheny Financial Group in Pittsburgh, PA and the surrounding communities.

Financial Advisor Overview

Nancy has 29 years of Financial Planning experience in the areas of:
Retirement Planning
Investments ~ IRAs ~ Roth IRAs ~ 401k rollovers
Education Planning ~ 529 Plans ~ UTMAS
Estate Planning
Life Insurance

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Financial Advisor Experience

Passionate about Financial Planning, Nancy sees herself as a financial coach, helping her clients reach their goals and objectives.  As a Certified Financial Planner(tm) practitioner, Nancy offers client assistance in every aspect of financial life.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through Allegheny Investments, LTD, a registered broker/dealer.  Member FINRA/SIPC.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources