Nancy Hecht

Nancy Hecht

CFP®, AIF®
Phone: (407) 869-9800
Fax: (407) 869-9700
Toll Free: (800) 393-9900
E-mail: Nancy@FinancialGroup.com

Nancy Hecht, CFP®, AIF® has been in the financial planning profession since 1983 and joined Certified Financial Group, Inc. in 1988. As both a Certified Financial PlannerTM and an Accredited Investment Fiduciary® (AIF® ) professional, Ms. Hecht provides extensive financial planning services, which include retirement planning, estate planning, and investment management. She is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission*, and a registered representative of TransAm Securities, Inc.

Ms. Hecht is listed in Who’s Who in the Financial Industry and is one of Orlando’s Five-Star Wealth Managers. In addition to being a co-host for the financial radio program On The Money on FM 96.5 News/Talk WDBO, she is also a frequent contributor to the Orlando Sentinel’s Money Matters, WKMG Channel 6 Problem Solvers, and appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL.

Her memberships include the Financial Planning Association of Central Florida, the TOP Foundation, and the Jewish Professional Women Association.

Ms. Hecht’s previous experience includes five years as the Customer Relations and Training Assistant Manager for the National Bank of Detroit. She attended Wayne State University and Walsh Institute of Accountancy and Business, where she majored in Accounting.

Other professional licenses and registrations include: Life and Health Insurance and Variable Annuities license with the State of Florida, Series 6 and 22 with FINRA (Financial IndustryRegulatory Authority), formerly the NASD.

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*SEC registration does not constitute an endorsement of the firm.

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