Nannette Kamien, financial advisor Walnut Creek CA

Nannette Kamien

CRD Number: 6483466
Current Firm: Echo45 Advisors LLC

Nannette Kamien (CRD# 6483466) is an Investment Advisor Representative working at Echo45 Advisors LLC in Walnut Creek, CA and has over 8 years of experience in the finance industry. Nannette Kamien has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
William Browne, financial advisor Walnut Creek CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Walnut Creek CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
Theodore Lew, financial advisor Walnut Creek CA
Theodore D. Lew
CRD# 3262592
Captrust
Professional Designations
Company Name Location Dates Years
Echo45 Advisors LLC Walnut Creek, CA Sep 2022 - Current 1
The Stanich Group, Llc Dba: Cultivating Wealth Montauk, NY Oct 2019 - Sep 2022 2
Inspiration Financial Planning Encinitas, CA Mar 2015 - Sep 2019 4
Ge Capital Chicago, IL Jun 2013 - Mar 2015 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2015
Contact Info for Nannette L. Kamien
Phone Number: 877-432-4645
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    526
    ACCOUNTS
  • Average Account Value
    $318,985
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, LA, OR, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.