NANCY BOCKELMAN
Nancy began her career in the financial services industry in 2003 at the behest of a former mentor and LPL advisor and it was not long before she was hooked on the complexities of the ever-changing financial industry. In 2004 she obtained her Series 6 and series 63 licenses and continued to spend the next 10 years assisting and supporting LPL Advisors in Sonoma County, CA. Over time she began to realize there was more to just investment management when it came to financial health, and she soon found an appreciation for financial planning and a holistic approach to wealth management. She particularly enjoys putting together the puzzle pieces to the financial plan, explaining the plan to clients and helping them feel reassured about their financial future.
In 2023 she joined the Certified Financial Planner program and is studying to obtain her Certified Financial Planner Designation.
Nancy was raised on the east coast, spent several years living in the California Bay Area and now resides in Florida. Nancy lives with her husband and two cats. She enjoys being outdoors, camping, hiking, sailing, and reading. In addition to her securities licenses, she has a Bachelor’s Degree in Environmental Studies, holds her US Coast Guard OUVP Captain’s License and is an certified ASA Sailing Instructor.