Nancy Mobberley is a highly qualified CERTIFIED FINANCIAL PLANNER™ and the visionary founder and owner of Financial Investment Network. With an impressive career spanning over 35 years in the investment and financial planning industry, Nancy has developed a deep understanding of market dynamics and financial strategies. Her extensive expertise, combined with her genuine passion for helping others, drives her commitment to assisting clients in reaching their financial aspirations. She takes pride in building long-term relationships founded on trust and open communication.
As a registered principal and managing field associate with Osaic Wealth, Nancy holds a variety of important securities registrations, including Series 7, Series 24, and Series 63, showcasing her proficiency in investment management and compliance. Additionally, she is licensed in life insurance, health insurance, and annuity products, enabling her to offer a comprehensive range of financial services tailored to each client’s unique situation.
Outside of her professional endeavors, Nancy enjoys her personal life in the beautiful community of Palm Beach Gardens, Florida, where she lives with her husband, David. Together, they appreciate the sunny lifestyle and vibrant culture that their community has to offer.