Nancy M. Hairsine, CFP®, RFC
Founder of Lifetime Planning
Phone: 925.267.2307
Email: nhairsine@lifemark.com
Nancy M. Hairsine, CFP®, RFC, founder of Lifetime Planning, is a Certified Financial Planner™ practitioner, Investment Advisor Representative and Registered Representative of LifeMark Securities Corp. She holds insurance and securities licenses in the states of Arizona, California, Colorado, Minnesota, Virginia, Wisconsin .
Nancy is recognized as an Ideal Legacy Advisor and a Registered Financial Consultant. She is the past 2009 President and 2010 Chairperson of the East Bay Chapter of the Financial Planning Association and sat on the Board of Directors of the National Association of Financial Advisors – Mt. Diablo Association from July 1, 2009 to June 30, 2011. Nancy was part of the initial planning efforts to kick off Financial Planning Week in October 2008 providing “free” financial planning advice to the underserved in the greater Bay Area to promote financial literacy. This is now an annual event and the efforts of our East Bay FPA chapter have been recognized nationally.
With over 20 years of experience in the financial services industry along with her strong service skills and background, she has helped many clients improve their financial outlook. This involves asset protection, investment planning, retirement planning, insurance planning, building an adequate emergency fund, education funding, long term care planning to include veteran benefit planning when appropriate and charitable and legacy planning using proven strategies. Our services focus on the specific and unique needs of our clients as identified through the Discovery Experience Process.
Nancy grew up on a modest farm in southeastern Minnesota and appreciates hard work. She understands the importance of preserving capital and assets earned over one's lifetime.