Nancy Arboleda Ward is a Certified Financial Planner CFP®, Chartered Retirement Planning Counselor CRPC® and LPL Financial Advisor. She has worked in financial services for more than 25 years. She holds Series 6, 7, 63, and 65 registrations through LPL Financial, insurance licenses, and a Bachelor's degree in accounting and information systems. She has attended various executive education courses through University of Pennsylvania's Wharton School of Business, Northwestern University's Kellogg School of Management, and Notre Dame's Stayer Center for Executive Education.
Nancy believes that she can improve her clients' financial lives by understanding their current situation, exploring their immediate and future needs, and by designing and implementing a road map to help them address those needs. She monitors the plan, confers regularly with clients to keep them informed about its progress, and provides the practical guidance needed to work toward their life goals and dreams.
Nancy treasures times spent with her two daughters as well as her extended family and friends. She enjoys yoga, walking, reading, and traveling, especially to her native Ecuador.