Nancy Hecht, CFP®, AIF®
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 Planner™ Professional 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, and a Registered Representative with Fortune Financial Services, Member FINRA SIPC. Fortune Financial Services, Inc. offers Securities and Certified Advisory Corp offers Financial Planning and Investment Management. Certified Advisory Corp, and Fortune Financial Services are separate entities and not affiliated.
Ms. Hecht is a co-host of the On The Money Podcast every Saturday on 107.3FM & 580AM WDBO, and a contributor to the Orlando Sentinel’s Money Matters, Seminole Magazine, WKMG Channel 6 Problem Solvers, and has appeared on CNBC and Fox 35 WOFL, a Fox affiliate in Orlando.
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 the Financial Industry Regulatory Authority (FINRA).