Nancy M. Gatens
CFP®
Gatens Financial LLC
Principal - Portfolio Manager and Financial Planner
Nancy M. Gatens
CFP®
Gatens Financial LLC
Principal - Portfolio Manager and Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nancy M. Gatens, CFP®
Fee-Only financial planner located in Dallas, TX, serving clients locally and across the country
Meet Nancy M. Gatens
Nancy Gatens is a fee-only financial advisor at Gatens Financial, located in Dallas, TX. Clients turn to her to manage their investments and to help organize and streamline their finances, so they attain peace of mind and the freedom to focus on what they enjoy. She helps her clients understand the impact of the financial choices they make every day, which leads to better decision-making, and to help them implement recommendations. Most people would agree that they should have a plan, but few actually construct and consistently implement a plan, because it can be such a daunting task!
Nancy's typical client is an individual, family or institution with an investment portfolio of at least $1 million seeking to build a long-term relationship with a trusted advisor.
Nancy M. Gatens is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Nancy Gatens is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Nancy M. Gatens
Office Locations:
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Dallas, TX 75218
