What is Wendy Namack, CFP® tweeting about?
Sign In
Get Started →
Profile Image for Wendy Namack, CFP®

Wendy Namack, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional - Financial- Estate- Retirement Planning - Wealth Management Advisory Services
North Port, Florida
Is this your profile? Claim it now
This public profile is provided courtesy of Clay. All information found here is in the public domain.
What are Wendy Namack, CFP®’s favorite books?
Profile Image for Wendy Namack, CFP®

Wendy Namack, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional - Financial- Estate- Retirement Planning - Wealth Management Advisory Services
North Port, Florida
SummaryAI Assisted Badge

Wendy Namack, a managing principal at Namack Portfolio Investment Professionals, LLC, brings nearly 30 years of professional experience to her work providing confidential guidance, advice, and consulting services. A Certified Financial Planner™ Practitioner, Namack's specialties include retirement and income planning, estate and trust planning services, comprehensive financial planning, business services and succession planning, and integrated wealth management advisory services. She studied broadcasting and business administration at the University of Florida, business administration at St. Petersburg College, business administration at Santa Fe Community College, and earned a Financial Planning Certificate from Kaplan University to become a CERTIFIED FINANCIAL PLANNER™ Professional. Namack is a former investment advisor representative at Commonwealth Financial Network®, a former associate vice president and CERTIFIED FINANCIAL PLANNER™ Professional at Wachovia Securities, LLC (formerly AG Edwards & Sons), a former financial consultant at Morgan Stanley, a former marketing representative at Freedom Plaza at Sun City Center, and a former operations and management consultant at the Florida Department of Environmental Protection. She was also the assistant director and chief operating officer of the Florida Foundation for Future Scientists at the University of Florida and the assistant director of the Registrar's Office at the University of Florida.

This public profile is provided courtesy of Clay. All information found here is in the public domain.