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Nancy D

CFP®, Series 63, Series 66

North Tustin, CA

Guardian Wealth Partners, LLC

Nancy De Russo is a CFP® with 25 years of industry experience. She is currently with Guardian Wealth Partners, LLC and has previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company/The Ayco Company, L.P. Guardian Wealth Partners, LLC is an SEC-registered adviser serving individual investors, trusts, corporations, and retirement plans. The firm offers discretionary investment management, fee-based financial planning, business exit consulting, and fiduciary and non-fiduciary retirement plan services through various platforms and third-party managers.

Tax-loss harvesting Business exit / sale strategy Family Business Wealth management Founder/Business Owner Executive
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