Nannette Kamien, CFP®, MBA Cultivating Wealth
- 144 W. D Street, #114 , Encinitas, CA 92024
- (760) 933-7526
About Nannette Kamien, CFP®, MBA, CDFA®
We help our clients set financial goals, build and optimize their investment portfolios, develop strategies to help reduce taxes, and save for the future. A financial plan can help you make the right financial choices to support growing families, plan for retirement, grow a small business or regroup after a divorce or other life-changing event.
As a mom of two young children, I have first-hand knowledge of the costs and challenges of raising children in places with a high cost of living like Chicago and San Diego. I also understand that the responsibilities of parenthood can motivate you to deal with issues such as insurance, college savings and estate planning that were previously put on the back burner.
We also specialize in helping people going through the divorce process to evaluate their financial options and plan for the future.
January offers us an opportunity to reflect on the year past and consider where we find ourselves in the present. Thanks to 2020, many of us are better prepared to truly believe that anything can happen, and understand the potential …
The post January 21, 2021 Economic and Market Update Webinar appeared first on Cultivating Wealth.
In the last week of the year, it is my habit to look back on the past year and consider what happened and what I have learned.
We’ve all dealt with a lot of uncertainty this year (and spent a …
Congratulations, you survived 2020!
There are only a few weeks left in the year, but still enough time for a few money moves.
Many economic commentaries have noted a “K-Shaped” recovery. This means that the economy has gone in very …
- Career Changers
- College Planning
- Dual Income Family
- Gen X
Ways Advisor Charges
- Flat Fee
- Assets Under Management
- Flat Fee: $4,500/engagement
- AUM: 1.00%