Nancy A. Rowland
Financial Representative
My Mission
As a Northwestern Mutual Financial Representative for more than 30 years, I have taken great pride in working with hundreds of clients over the years. I have made recommendations which I would do for myself and my family if faced with a similar situation.
Currently, as a Wealth Management Advisor, I work with individuals and small business owners, developing plans to protect their assets, incomes and create wealth accumulation strategies.
By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.
By applying the Northwestern "Pillars of Financial Planning", I engage with every client in a consistent process to help ensure successful outcomes to her client’s goals and objectives.
Wealth protection and risk management may include life insurance, estate planning, disability insurance, long term care insurance and annuities.
Wealth accumulation may include retirement strategies up to and through retirement, brokerage services, investment advisory services, trust services & private client services.
Licenses, Designations & Memberships
- Holds a CLTC designation
- Holds Securities licenses in Series 6, 63 & 65
- Certification in the field study of Extended Care
- Has presented training and education programs to her peers in the San Francisco Bay Area Group
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Investment Planning & Strategies
Long-Term Care Planning
Insurance Protection Strategies
Disability Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
