Account Access | Client Vault

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.


To learn more about the professional history of our advisors/firm, please visit


Newsletter Sign Up

Tell A Friend

Featured News

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.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MS, NC, NM, NV, NY, OH, OK, PA, SC, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced

Copyright © 2019 Phase 3 Advisory Services, Ltd. All Rights Reserved