Broker Check

Nancy Flint-Budde CFP ®

(518) 854-3598                            

Nancy, a 1982 graduate of SUNY Geneseo, earned her Certified Financial Planning designation in 1992 and began her independent financial planning practice in 2000. At the beginning of 2020, she and her husband relocated to Galveston Island, Texas. The practice has developed systems that allow her to maintain client relationships and work with the practice remotely. As a CFP®, Nancy is certified to provide comprehensive planning services related to retirement, insurance, investment services, eldercare planning, college, tax and estate planning. Additionally, she has extensive background in the residential mortgage industry, enabling her to provide valuable insight related to real estate and mortgage issues. Nancy is a sought after educator and is often asked to work in a training capacity with federal government agencies throughout the country on issues related to financial planning, federal benefits and retirement. She devotes spare time to historic preservation activities, traveling and the island life.