Nannette L. Kamien

INSPIRATION FINANCIAL PLANNING

CARLSBAD, CA

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CRD#: 6483466

Professional summary

Nannette L. Kamien, CFP®, who also goes by Nannette Belt, is a registered financial advisor currently at INSPIRATION FINANCIAL PLANNING located in Carlsbad, California.

Nannette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nannette has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nannette Belt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Nannette Kamien works as an Author/Writer of Financial Planning related books and articles. (i.e. Crazy College Money)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nannette L. Kamien's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 17, 2025 - Present

INSPIRATION FINANCIAL PLANNING

RIA

CRD#: 334038

CARLSBAD, CA

Past

September 26, 2022 - December 16, 2024

ECHO45 ADVISORS LLC

RIA

CRD#: 307265

CARLSBAD, CA

Past

October 1, 2019 - September 26, 2022

CULTIVATING WEALTH

RIA

CRD#: 282447

Encinitas, CA

Past

June 4, 2015 - September 30, 2019

INSPIRATION FINANCIAL PLANNING LLC

RIA

CRD#: 206513

ENCINITAS, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/17/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/30/2015

Uniform Investment Adviser Law Examination

Current Firm

INSPIRATION FINANCIAL PLANNING

INSPIRATION FINANCIAL PLANNING | INSPIRATION FINANCIAL PLANNING LLC

CRD#: 334038 / SEC#:

California

Registered Investment Advisory firm - (1/17/2025 Approved)

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Contact information

Main Address

Carlsbad, CA

Mailing Address

Phone number

(224) 707-1002

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Nannette L. Kamien

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nannette L. Kamien's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSPIRATION FINANCIAL PLANNING

ECHO45 ADVISORS LLC

CULTIVATING WEALTH

INSPIRATION FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2015

Current Firm

INSPIRATION FINANCIAL PLANNING

Contact information

Documents

Red Flags

Company Information

INSPIRATION FINANCIAL PLANNING

TRUST BUT VERIFY

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