Nancy B. Epstein,  CFP<sup>&reg;</sup> - Financial Advisor

Nancy B. Epstein, CFP®

Financial Advisor

Protected Investors of America

6012 Monroe Ave
Oakland, CA 94618
(866) 398-4363
(415) 869-5974


Nancy Epstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Protected Investors of America in Oakland, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Nontraditional Households, Women's Finances


Helpful Financial Planning Resources