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.
We moved into a new house a few months ago, and for the first time ever, we have a pool. Swimming pool was not even on my list of priorities when we were house hunting last Fall, but with three kids and a dog, I knew we would use it. Summer is just around the […]
UPDATE – VIDEO POSTED BELOW It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the US have lost their jobs. For context, this is more than all the jobs created since the 2008 recession. This is a developing situation and […]
Guest Post by Shannon P. McNulty, Esq. As the COVID-19 crisis drags on, you may be concerned about having a solid plan in place if something were to happen to you. Below are some of the common estate planning issues that are arising during this pandemic which may be relevant to you. Healthcare Proxies As […]
- 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%