Pinnacle Retirement & Financial Planning
165 North Redwood Drive
Suite 160
San Rafael, CA 94903-4896
United States
ph: 415 454 0661
PRFP is a client-centered financial planning practice. As the sole principal, Nancy C. Tattersall, CFP® began PRFP in 1996. Prior to starting her own financial planning practice, Nancy championed one of the first retirement learning centers for Fidelity Investments in Palo Alto, CA to serve a number of Fidelity Investment's Institutional Tax-Exempt Clients and their employees in higher education, healthcare, as well as, foundations in the San Francisco Bay Area.
Nancy has served as past Director of Programs for the Financial Planning Association (FPASF). She was inolved as a Director of the Advisory Board for the SFUSD School To Careers Program to promote the inclusion of financial literacy into core curriculum.
Nancy has volunteered as a speaker in the SFEARN program to help low-income workers build lifelong savings habits and financial capabilites.
The life planning skills attained through the Kinder Institute Of Life Planning, are a guiding light Nancy leverages in her practice, as she helps Clients realize their life planning goals.
Copyright 2010 Pinnacle Retirement & Financial Planning. All rights reserved.
Pinnacle Retirement & Financial Planning
165 North Redwood Drive
Suite 160
San Rafael, CA 94903-4896
United States
ph: 415 454 0661