Our Firm

 

 

Financial Investment Network is a full-service, independent financial services firm founded by CERTIFIED FINANCIAL PLANNER™ Nancy Mobberley in 1999. Since our inception, we have earned the trust of clients of all ages—from young individuals just starting to save to seniors making important late-in-life decisions. We understand that savings and investment options can be complex and confusing, which is why we help you create a customized financial roadmap tailored to your specific goals. We support you in staying on track, recognizing that there may be detours along the way. Our team works closely with you to determine the best courses of action. We conduct annual reviews of your plan and often meet three to four times a year.

 

**Why “Independent” Matters** 

Being independent means we are objective and unbiased when assisting you with your financial decisions. We do not sell products on behalf of any brokerage or investment company and do not have quotas to meet. This independence enables us to prioritize your best interests with complete transparency.

 

**Why CFP® Certification Counts** 

CFP® certification represents the highest standard in personal financial planning. It signifies our commitment to professionalism and ethical principles in a constantly changing financial landscape.

 

**Experience Counts** 

Research shows that individuals are more likely to achieve their financial goals when working with a professional planner. At Financial Investment Network, you will always interact directly with an experienced planner. We respond to client inquiries within 24 hours and are dedicated to being available when you need us, even outside of typical business hours. We serve clients throughout Florida and beyond, building strong relationships with experts in related fields whom we are proud to recommend when additional services are needed.

 

**Women Helping Women** 

As a woman-owned practice, we are particularly attuned to the issues facing women. We have found that many women lack financial education and often feel lost, especially during challenging times such as divorce or the death of a spouse. We are committed to educating women and helping them achieve financial independence.