Nancy Daly

Financial Planner, American Wealth Management
Phone: 775.332.7000
Email: nancy@financialhealth.com
Bio: Download Bio on Nancy Daly

Nancy Daly is a Financial Planner with American Wealth Management and a FINRA Registered Representative with LPL Financial.

Nancy works with clients to design sophisticated financial planning strategies.  Each relationship begins with a thorough financial review and discussion of goals.  Strategies are tailored to meet each client’s goals and objectives.

Nancy has more than 20 years experience in working with individuals and families in creating financial planning strategies to achieve long-term financial goals.   Prior to joining American Wealth Management, Nancy developed a financial planning department within a boutique wealth management firm in Palo Alto, CA advising high net worth families.  In these roles, Nancy prepares comprehensive financial plans which include an analysis of investments and asset allocation, tax review and planning, estate document review and planning techniques and capital needs analysis.

Nancy received her Bachelor of Arts degree in Economics from California State, Fresno.  Nancy continues to further her education, currently working on her Masters in Finance at the University of Nevada, Reno.   Additionally, Nancy holds the designation of being a CERTIFIED FINANCIAL PLANNER® and an Accredited Investment Fiduciary.

Further, Nancy gives back to her community both in Reno, NV and prior by volunteering at shelters both for homeless and for women and children.  In her spare time, Nancy is an avid cyclist.