A seasoned professional with a desire to assist, Nancy Hecht is one of the top Certified Financial Planners™ in Central Florida.
A Certified Financial Planner (CFP®), as well as an Accredited Investment Fiduciary (AIF®), Ms. Hecht provides extensive financial planning services including retirement planning, estate planning, and investment management. She has been part of Certified Financial Group for 27 years. “It has been wonderful to help build our corporation as a community leader and work with other CFP® professionals that are like-minded toward their clients and the community,” says Nancy.
She skillfully produces financial plans, manages her clients’ investments, and provides regular face-to-face review and update appointments. In addition, Nancy is listed in Who’s Who in the Financial Industry and is a co-host for the financial radio program “On the Money” on News 96.5 FM. “I love being on the radio; you always look good!” laughs Nancy. “You never know what a caller will be asking, so you have to think fast, speak clearly and be concise.” She also has her own financial planning blog, titled “The Hecht Effect.” “I started the blog because I wanted to be able to share my ideas in a longer format than our radio program allows,” she says. A woman with a full plate and an incredible work ethic, Nancy also donates to various cancer organizations, as well as her local Jewish community. “We are raised to help repair the world, and with organizations such as Jewish Family Services and Congregation Ohev Shalom’s community care team, I get to help do that.”
Nancy attributes her success to her husband, who got her into the business, her team, and her clients. “We have a wonderful group of planners and staff in our organization that make this very serious work easier to handle each day.”
Through it all, Nancy’s primary focus is on the needs of her clients. “I love showing my clients that this world of financial planning does not need to be scary,” she says. She is motivated by the opportunity to make her clients feel good about their plans for the future. “As a matter of fact, many of my clients that have moved to other states have kept me as their planner. That is a huge compliment to the service I provide.” Nancy’s very first client of 32 years ago remains her client today.
“Financial planning is key to building the road map to your financial independence. You have to look at where you are and plan for where you want to be.”
With clients from The Villages to Ft. Myers, Hecht is ready to help Central Floridians with their financial planning needs. For more information or to set up a consultation, contact Nancy at 407-869-9800 or at firstname.lastname@example.org
Certified Financial Planner ™ is a Federally Registered Mark of the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Fee-Based Planning and Asset Management through Certified Advisory Corp, a Registered Investment Advisor. Employee Benefits Consulting through Certified Benefits Corp • Securities offered through TransAm Securities, Inc. • Member FINRA, SIPC • Maitland Securities, Inc.