Nancy Coutu, CFP®, CLU®, ChFC®
Nancy is co-founder of Money Managers Financial Group. A native Chicagoan, Nancy earned her Bachelor of Arts degrees in business management with a double major in finance and economics from Loyola/Mundelein College in Chicago.
She has earned designations as a Certified Financial PlannerTM, Chartered Life Underwriter®, and Chartered Financial Consultant®.
CFP® - Certified Financial Planner™, conferred by the College of Financial Planning Denver, Colorado, 1983. The focus of this curriculum was Investment and Tax Planning.
CLU®- Chartered Life Underwriter®, conferred by the American College, Bryn Mawr, Pennsylvania, 1993. The focus of this curriculum was Insurance and Estate Planning.
ChFC® - Chartered Financial Consultant®, conferred by the American College, Bryn Mawr, Pennsylvania, 1993. The focus of this curriculum was Comprehensive Financial and Estate Planning.
A well-respected speaker, Nancy has designed and presented original retirement and estate planning seminars for Fortune 500 companies. She also does employee educational presentations on allocating their 401(k) and other employee benefits.
Nancy is actively engaged in continuing education in the financial planning industry in order to stay informed on industry best practices and is a proud member of the DuPage Estate Planning Council. She is a member of the exclusive Ed Slott’s Master Elite IRA Advisor GroupTM.
Often recognized as a top financial professional in the industry for her knowledge and extensive career, Nancy has been featured in The Washington Post, Chicago Sun-Times, USA Today and Senior Market Advisor magazine. She has appeared on the ABC 7 News Morning Show, WTTW’s “Chicago Tonight”, WGN’s “People to People”, CNBC, FOX News national and local, as well as many local TV news programs. She has also been quoted in Fox Business, Kiplinger’s Personal Finance magazine, Woman’s Day magazine, the Los Angeles Times, the Chicago Tribune, the Daily Herald and various other publications.
Nancy is a licensed agent for the sales of life, disability, medical and long-term care insurance, as well as fixed and fixed-index annuities.