Nancy Coumou


BlueSky Wealth Advisors

Financial Advisor

Nancy Coumou


BlueSky Wealth Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nancy Coumou, CFP®

Fee-Only Financial Planner Serving Clients from BlueSky's Pleasanton, CA Office

Nancy Coumou is a New Bern, NC fee-only financial planner. BlueSky Wealth Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nancy Coumou is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

cial Advisor.

Nancy Coumou is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Nancy Coumou

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Office Locations:

  • 1811 Santa Rita Rd
    Ste 211
    New Bern, NC 94566
  • 1811 Santa Rita Road
    Suite 211
    Pleasanton, CA 94566
  • 5201 Great America Parkway
    Suite 320
    Santa Clara, CA 95054

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