Nancy Coumou
CFP®
BlueSky Wealth Advisors
Financial Advisor
Nancy Coumou
CFP®
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 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.
Specialties
- 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
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Nancy Coumou is a NAPFA-Registered Financial AdvisorThe 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.
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Nancy Coumou is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Nancy Coumou is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Nancy Coumou
Office Locations:
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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