Financial Planning Seminars Founder Len Nassi CFP®, CDFA™

Len has been in the financial services industry for over 25 years helping individuals and families develop a written financial plan to work towards reaching their financial hopes and dreams effectively. He is a Certified Financial Planner™ Professional (CFP®) and a Certified Divorce Financial Analyst™ (CDFA™).

As a Certified Financial Planner™ Professional (CFP®), Len is not restricted in representing any particular investment product or service, and works exclusively for the benefit of his clients. He has access to the products and services of major financial institutions, and as such can recommend a suitable financial product to match the client’s needs.

Len Nassi assists clients in:

  • Creating a Written Financial Plan.
  • Implementing and monitoring the Written Financial Plan.
  • Helping people track their spending and identify “money pits.”
  • Finding the right investments, life insurance products, and annuities available to their unique needs.
  • Stopping procrastination and taking action to work towards reaching their goals.
  • Compensation: Commission and Fee.

len nassi cfpCertified Financial Planner™ Professional is a federally registered CFP® certification mark owned by the Certified Financial Planner Board of Standards, Inc. This mark is awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.