Nancy C. Tattersall,  CFP<sup>&reg;</sup> - Financial Advisor

Nancy C. Tattersall, CFP®

Principal

Pinnacle Retirement & Financial Planning

523 Fourth St, Ste 224
San Rafael, CA 94901-3358
FINANCIAL ADVISOR'S WEBSITE
(415) 454-0661

General

Nancy Tattersall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pinnacle Retirement & Financial Planning in San Rafael, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Property/casualty: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Government & Military, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Insurance, Real Estate, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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