Nancy J. LaPointe, CFP^®

Financial Planner, Wealth Manager, Investment Advisor Representative

Navigate Financial

3663 College St SE, Suite B
Lacey, WA 98503

FINANCIAL ADVISOR'S WEBSITE

https://www.navigatefinancialnw.com/

(360) 628-8175 CONNECT WITH Nancy

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

What we do

How we work

General

Nancy LaPointe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Navigate Financial in Lacey, WA and the surrounding communities.

Financial Advisor Overview

Together with our clients, we seek to chart their financial journey in a manner that is personalized, meaningful, and sustainable. We strive to plan, prepare, and outfit our clients to live the life they aspire for. As their navigator, we work to develop their chart and keep our clients on the course of their choosing.

Securities Registrations or Exam Qualifications

7, 24, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - CASL,

Insurance Licenses

Life insurance: AZ, CA, CO, FL, HI, IA, ID, IL, IN, MA, MN, MT, NM, NY, OH, OR, WA.
Health/disability insurance: AZ, CA, CO, FL, HI, IA, ID, IL, IN, MA, MN, MT, NM, NY, OH, OR, WA.
Variable annuities: AZ, CA, CO, FL, HI, IA, ID, IL, IN, MA, MN, MT, NM, NY, OH, OR, WA.

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered through Navigate Financial, a WA Registered Investment Advisor, are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth