Mary Van Nostrand (CFP®)

Mary Van Nostrand focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

“Fee Only Comprehensive Financial Planning and Investment Management for individuals and families transitioning to and through retirement.”:

Additional Information

Mary has more than 30 years of experience in the investment industry and has seen clients through every stage of their path through retirement. As an independent registered financial advisor, she provides a personalized wealth management process that always puts the client first. Mary offers both fixed fee financial planning services and ongoing investment management.

NAPFA Start Date

May 04, 2004

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

108 Wild Basin South, Suite 205 Austin, TX 78746 Phone: (858) 487-5195

Other Offices

13809 Research Blvd, Suite 500 Austin, TX 78750 Phone: (858) 487-5195
11440 W Bernardo Ct Suite 204 San Diego, CA 92127 Phone: (858) 487-5195