Nancy M. Gatens,  CFP<sup>&reg;</sup> - Financial Advisor

Nancy M. Gatens, CFP®

Principal

Gatens Financial LLC

8106 San Fernando Way, Suite 200
Dallas, TX 75218
FINANCIAL ADVISOR'S WEBSITE
(855) 695-4877

General

Nancy Gatens is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gatens Financial LLC in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Banking, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Tangible Assets, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Women's Finances

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