Nancy K. Rhew,  CFP<sup>&reg;</sup> - Financial Advisor

Nancy K. Rhew, CFP®

Financial Advisor

Financial Chapters

2941 Kobe Dr
San Diego, CA 92123
(858) 200-2084


Nancy Rhew is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Chapters in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Other - LUTCF, LTC CA Partnership certified

Insurance Licenses

  • Life insurance: WA,CO,NY
  • Health/disability insurance: OR,CO,NY
  • Fixed annuities: WA,CO,NY
  • Variable annuities: WA,CO,NY

Broker-Dealer Affiliation


Financial Advisor's Specialties

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


Helpful Financial Planning Resources