Nancy Beck, CFP® CERTIFIED FINANCIAL PLANNER™ Practitioner, has years of experience in the financial industry. Nancy Beck, currently works as a Representative/Broker at J.W. Cole Financial, Inc. where Nancy Beck, provides investments and insurance. Additionally, Nancy is the owner of Beck Financial Strategies, a firm that offers comprehensive financial planning services for individuals and small businesses. Nancy Beck, holds a CFP certification from the College for Financial Planning and has a background in Financial Planning and Services from Indiana University Bloomington.
2015 - present
Financial Representative: Broker at Northeast Financial Network
Sr. Real Estate Representative / Broker at Cullinan Properties
Carrier Sales Representative/broker at Standard Logistics
Inside Sales Representative Brokerage Channel at Ontario Blue Cross
Post Closing Assistant, Customer Service Representative & Broker Approval at FundLoans