Nancy J. LaPointe, CFP®, MBA, ChFC®, CLU®, CASL, RICP®
Founder of Navigate Financial
Nancy J. LaPointe is the founder of Navigate Financial. She is the lead navigator for the firm, leading a team of professionals to address the needs and services of her clients. In 1993, she received her MBA from Frostburg State University. In 2003, Nancy became a CERTIFIED FINANCIAL PLANNER® professional and obtained the Chartered Financial Consultant® designation. In 2004, she earned the designation of Chartered Life Underwriter®. In October 2008, she earned her designation as Chartered Advisor for Senior Living from The American College. Also, from The American College, she earned her designation for Retirement Income Certified Professional in 2016. She is active in the local community and can often be found on weekends camping or paddling around on her stand-up paddleboard.
Nancy is the author of Financial Reset, how your mindset about money affects your financial well-being. Her book is a reliable reference that can help you transform haphazard decisions into workable, confident, and calculated strategies. Hit the “reset button” and start fresh with the right attitude to develop habits that support your values and intentions. Financial Reset is strong place to begin to take control over your financial destiny. Nancy wrote the book and is sharing the information as part of her dedication to make a difference and to assist clients and others in making sound financial decisions.
Nancy is dedicated to developing lasting relationships with all her clients. Together with clients, she designs their chart for their life's journey. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. Nancy believes in providing clear, easily understood explanations of financial products and services. The personal program that Nancy provides can assist clients in pursuing a more secure financial future. Nancy is able to provide these services to her clients through Navigate Financials’ affiliation with Commonwealth Financial Network®, a Registered Investment Adviser and Broker/Dealer.