Nancy Briguglio, CFP®, ChFC®
Wealth Manager
Nancy serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 25 years of experience in the financial services industry, Nancy offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, she was a founding partner of an independent wealth management firm, where she led financial plan creation and execution.
Nancy received her Master of Science degree from The American College of Financial Services. She is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.
Nancy volunteers at a dog rescue organization and is actively involved in advocating for business owners as a commissioner on the Howard County EBO Commission. Nancy and her husband, Ben, enjoy traveling, listening to music and spending time with their family.
Articles by Nancy Briguglio, CFP®, ChFC®
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