CFG Planner Blog

Women in Finance : 4 Questions with Nancy Hecht CFP®, AIF®

Q: What do you love most about the financial industry?

A: It’s always been important to me to find work that is interesting and it’s always a bonus to help people. With financial planning everyday is different because every client is different. I love getting to know the people I’m helping and diving into their individual needs to figure out how to best serve them.

Q: Why did you become a Certified Financial Planner?

A: Math was always interesting to me, I am a numbers person, but many careers associated with this do not involve working with people and building relationships. Financial planning combined something I was good at technically and  my desire to improve the quality of life for my clients. It’s a win-win!

Q: Have you seen a change and growth as far as opportunity for women in the financial industry specifically?

A: The industry is much more diverse with women than it was when I first started in the 80’s. We are equals, not just staff members. We have proven we can be leaders in this industry right along with everyone else.

Q: What advice would you give to women interested in a career in finance and specifically as a financial planner?

A: It is a tough industry, there is a lot of work to be done and relationships matter. You really just need to be confident and believe in yourself.

 

To learn more about Nancy visit her page here: Nancy Hecht

Share
Published by
Donny Morehouse

Recent Posts

How To File Your 2023 QCD

If you or someone you know made a qualified charitable distribution (QCD) from your IRA…

2 months ago

Bitcoin ETFs: Opportunity or Risky Business?

Recent developments in the world of cryptocurrency have brought Bitcoin exchange-traded funds (ETFs) into the…

3 months ago

Your 2024 Financial To-Do (and To-Don’t!) List

With 2024 quickly approaching and New Year's resolutions on the horizon, don't neglect your finances.…

4 months ago

What Planning Issues Should You Consider Before the End of the Year

(00:01): Hello (00:01): And welcome to On the Money right here on WDBO 1 0…

4 months ago

Let’s Talk 2024 Taxes

For a full breakdown of 2024's tax brackets and more changes to things like contribution…

5 months ago

SECURE 2.0 and What It Means For You

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was a significant…

5 months ago

This website uses cookies.