(805) 690-1290
mburton@
partnervest.com
NANCY WONG
CLIENT SERVICES MANAGER
Nancy started working for Partnervest Financial Group in 2018 as Client Services Manager. As part of the team, she brings real estate and accounting knowledge as well as expertise when working with clients.
Her commitment, attention to detail and persistence helps her process applications and follow through with documentation needed to open and process documents.
Nancy has been helping clients with day-to-day support and enjoys meeting their needs. She believes in the importance of building a strong, lasting relationship and offering support.
Nancy holds a bachelor’s degree in computer graphics from Cal State Northridge, which has given her valuable tools and computer skills.
A native to Peru, Nancy is fluent in both English and Spanish. She has lived in this area for the past 25 years and enjoys living near the ocean. She has three kids, enjoys traveling, going to yoga classes, and exploring hiking trails.
Securities offered through Sorrento Pacific Financial, LLC (“SPF”). (Member FINRA/SIPC). Investment advisory services offered through duly registered individuals on behalf of Creative One, LLC a Registered Investment Adviser. Creative One, LLC, SPF are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and advisory services can meet your retirement needs.
CA Lic #0730612
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21118 - 2021/6/21