Walnut Creek, CA - September 26, 2022—Echo45 Advisors is pleased to welcome Nannette Kamien, CFP®, CDFA®, to the firm as Director of Planning Services and Financial Advisor. Nannette brings seven years of financial planning experience to the team in addition to over 15 years in business intelligence and information technology. Nannette’s areas of expertise include divorce financial analysis and college financial planning.

 “At Echo45 Advisors, we are always looking to enhance our financial planning services,” said Jon Henderson, CFP®, CRPC®, Lead Financial Advisor, Owner/Founder and Chief Investment Officer at Echo45 Advisors. “We are thrilled that Nannette is joining us as Director of Planning Services. She brings a breadth of financial planning knowledge to our team, and we look forward to integrating her expertise into our current relationships, as well as position our firm to take on additional clients looking for support in this area.”

Nannette was attracted to Echo45 Advisors because of the opportunity to lead and build out a more robust, holistic financial planning process. She also knows that the expertise of the Echo45 Advisors team will benefit her current clients.

“I’m excited for this opportunity and consider it to be a very complementary relationship,” Nannette said. “I’ve always strived to stay informed on new developments and technology in financial planning, while continuing to learn about relationship-building and what makes clients tick. There’s always a better way of doing things, and I look forward to having the space at Echo45 Advisors to focus on improving the overall financial planning experience for our clients.”

Nannette earned a B.A. from DePauw University, before earning her M.B.A. in Accounting and Operations Management from Northwestern University - Kellogg School of Management. She also has a Certificate in Financial Planning from Boston University and holds her CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst (CDFA®) certifications.

Nannette lives in Carlsbad, CA, with her two children. An avid golfer, she hits the links as often as she can. She also likes spending her free time reading, hiking, and going to the beach.

To reach Nannette Kamien, please call 925-592-4503 or email nkamien@echo45advisors.com.