Nancy Langdon Jones, MS, CFP®, ATA

President

  • Nancy is active in the San Gabriel Valley Chapter of the Financial Planning Association, the Pomona Valley Estate Planning Council, and the Upland Charter Chapter of the American Business Women’s Association.
  • She has a Master’s degree in Financial Planning from the College for Financial Planning and is an Accredited Tax Advisor.
  • She hosts the Financial Planning Interactive "Getting Started" discussion boards on the Internet, and is a member of the Nazrudin Project.
  • She’s listed in Marquis’ Who’s Who in Finance & Industry, Who’s Who of American Women, Who’s Who in America, Who’s Who in the World and is frequently quoted in the media.
  • Nancy has been a CFP® practitioner since 1985.

Nancy has written a book for those interested in a career in financial planning!

For more information about her book visit www.nancysbooks.com

View the Annotated Table of Contents by clicking on the picture below.

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