Meet The Team
The team behind Money Wise is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Nancy Fromm Co-Owner, Investment Adviser Representative
In 1986, I began my career in the financial and insurance industry. As owner/advisor of Money Wise, I focus on our clients’ distribution stage of their lives by creating a values-based retirement income plan. At this stage, it’s about preservation, income planning and knowing that you are not going to run out of income before you run out of life. I have passed the Series 65 securities exam, and as a fiduciary I always hold your best interests at the forefront of the planning process. It is incredibly gratifying for me to assist our clients in achieving the financial future in retirement that they have dreamed about their entire lives.
Cristina Acosta Co-Owner, Investment Adviser Representative
Being a native of Arizona, I have developed solid roots in the community I work and live in. After completing my bachelor’s degree in business from Arizona State University, I knew I wanted to build a career and eventually raise a family in Arizona. My interest in finance has blossomed into a career of over 20 years and passing my Series 65 securities exam and acting as a fiduciary has allowed me to really dig in with clients to help create investment plans that truly impact their lives. Serving individuals who are nearing or in retirement, I understand they are at Point A in their lives and they want to get to Point B. Our firm assists by building the bridge that can take them there. There is a direct correlation between our financial and physical health, and if one is out of balance, it could impact the other. I strongly believe that knowledge is key for our clients to fully understand the vast difference between investing and planning.
Kelly Golner Marketing Director
Rebecca Angulo Client Service Specialist
New Account Specialist
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a class.