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Nancy Fehrenbach, CFA ®

  • Financial Planning Analyst, Candidate for CFP®® certification
    Nancy Fehrenbach, CFA

    Nancy Fehrenbach, CFA®
    Financial Planning Analyst, Candidate for CFP® certification

    As a Chartered Financial Analyst® charterholder, I provide analysis for our financial plan modeling as well as ongoing analysis of our clients’ portfolios for changes to investment, insurance and retirement needs.  I began my career as an investment analyst and portfolio manager for institutional portfolios.  My past involvement included many years in non-profit management for various charities, including a term as the Winnetka Public Schools Board President.  I and my husband Brian enjoy the lakefront and trying new restaurants with our four children.

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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Royal Alliance.

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