Nancy J. Carr,  CFP<sup>&reg;</sup> - Financial Advisor

Nancy J. Carr, CFP®

Carr Financial Services

25516 Willow Wood St.
Lake Forest, CA 92630
(949) 632-7114


Nancy Carr is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carr Financial Services in Lake Forest, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications


Insurance Licenses

  • Life insurance: CA, AZ
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation


Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances


Helpful Financial Planning Resources