Nancy Coumou| CFP®
BlueSky Wealth Advisors
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
New Bern, NC 94566
Pleasanton, CA 94566
Santa Clara, CA 95054
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Nancy Coumou is a fee-only financial planner located in the Pleasanton, CA office. BlueSky Wealth Advisors creates financial solutions for successful individuals and families through our comprehensive approach to financial planning and investment management. Nancy Coumou is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Nancy Coumou is a Fee Only Financial planner in New Bern, NC. Nancy Coumou is a NAPFA-Registered Finan
Nancy enjoys working at a NAPFA-affiliated firm where doing what’s best for the client is always the first priority. She works as part of an advisory team that first identifies and quantifies each client’s financial goals and then develops a plan to achieve them.
Nancy is a CERTIFIED FINANCIAL PLANNER™ professional and has a BS in Business Administration from Husson University in Bangor, Maine.
Prior to joining BlueSky Wealth Advisors in 2008, Nancy worked for Aetna Life & Casualty first as a commercial casualty underwriter in Portland, Maine and then, after relocating to California, as a workers’ compensation claims adjuster and Hearing Representative.
A resident of Fremont, CA, Nancy is a volunteer for the City’s Volunteer Income Tax Assistance program; she also moderates a large and extremely lively community egroup in the Niles District of Fremont. Nancy enjoys biking, running, gardening, and spending time with her husband, college-aged sons and the family’s two geriatric Siberian husky dogs.
BlueSky Wealth Advisors is an independent, fee-only financial planning firm with offices in New Bern, North Carolina and Pleasanton, California.
Our clients include individuals and families who wish to delegate the day-to-day responsibility of investment management and financial planning to a professional.
At BlueSky, we believe independence leads to objectivity. We do not sell any products, earn commissions, accept or pay referral fees, or otherwise receive compensation from any source other than our clients.
As a fiduciary, our sole purpose is to provide superior investment management and financial planning advice to our clients to help them achieve their own unique, long-term financial goals.