Securities America welcomes California-based advisor Amy Nuttall Zwaan CRPC®
Securities America welcomes California-based advisor Amy Nuttall Zwaan CRPC®, Fresno, California. Amy has worked as a wealth advisor since 2004, serving a wide range of individuals, families and business owners with a wide variety of financial goals and investment needs. She focuses primarily on retirement planning for individuals and businesses, and broad financial planning strategies, including portfolio development and insurance. Amy represents total client assets of $51 million and is affiliating through Omaha, Nebraska-based RIA WealthPLAN Partners. We’re excited to partner with her in growing, perfecting and protecting her business and providing her clients with the best possible service!