Wendy Namack, CFP®

Wendy Namack is a highly experienced financial professional, serving as the Founder and Managing Principal at Namack Portfolio Investment Professionals, LLC. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 40 years of experience in the financial services industry, specializing in comprehensive financial planning, wealth management, and retirement planning.134

Professional Background

• Experience: Wendy has been involved in financial planning since 1996 and has developed a reputation for providing integrated wealth management advisory services. Her extensive background allows her to offer personalized strategies tailored to her clients' needs.36
• Awards: She has been recognized as a Five Star Wealth Manager for ten consecutive years, highlighting her commitment to excellence in the field.6

Location

Wendy is based in North Port, Florida, where she leads her firm in delivering financial planning services to individuals and families.25

Contact Information

For more details about her professional services, Wendy's LinkedIn profile can be found under the username wendynamack, where she shares insights and updates related to her work in financial planning.1