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Wrong Nancy Kistner?

Nancy A. Kistner

Chair

CFP Board incorporated

HQ Phone:  (202) 379-2200

Direct Phone: (800) ***-****direct phone

Email: n***@***.org

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

CFP Board incorporated

1425 K St. NW Suite 800

Washington, D.C., District of Columbia,20005

United States

Company Description

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directo...more

Background Information

Employment History

Managing Director, Wealth Planning Solutions Market Director

U.S. Trust Corporation


Director and Head of Financial Planning

Citi


Affiliations

FINANCIAL PLANNING STANDARDS BOARD LTD

Board Member


Standards , Inc.

Board of Directors of the Certified Financial Planner Board


The Coalition for Debtor Education

Board Member


NYC LEAD

Board Member


cfp.com

Board Member


FPSB Indonesia

Board Member


Financial Planning Association

Board Member


Education

B.A.

Economics

University of California , Los Angeles


Web References(96 Total References)


Nancy Kistner, CFP | FPSB

www.fpsb.org [cached]

Nancy Kistner, CFP
Nancy Kistner, CFP Nancy Kistner, CFP, is managing director and wealth planning solutions market director at U.S. Trust, Bank of America Private Wealth Management. She leads a team of wealth strategists in the New York market and works with high net worth individuals and families in addressing a wide range of financial, trust, estate and tax planning issues. She and her team provide customized strategies for managing clients' balance sheets, advice on cash flow and lifestyle planning, art planning, income, gift, trust and estate tax planning, as well as wealth transfer and intergenerational planning. She and her team also help structure liquidity events and philanthropic giving plans in addition to offering advice on equity compensation, including concentrated stock positions, maximizing the benefits of stock options, deferred compensation and restricted stock. Ms. Kistner received a bachelor's in economics from the University of California, Los Angeles (UCLA). She served on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) for six years and was the chair of the Board in 2013. She currently serves as the chair of the CFP Board's Women's Initiative and on the board of The Coalition for Debtor Education which is based at Fordham Law School. Ms. Kistner's term on the FPSB Board of Directors ends 31 March 2019.


FPSB Board of Directors | FPSB

www.fpsb.org [cached]

Nancy Kistner, CFP
Nancy Kistner, CFP Nancy Kistner, CFP, is managing director and wealth planning solutions market director at U.S. Trust, Bank of America Private Wealth Management. She leads a team of wealth strategists in the New York market and works with high net worth individuals and families in addressing a wide range of financial, trust, estate and tax planning issues. She and her team provide customized strategies for managing clients' balance sheets, advice on cash flow and lifestyle planning, art planning, income, gift, trust and estate tax planning, as well as wealth transfer and intergenerational planning. Read She and her team also help structure liquidity events and philanthropic giving plans in addition to offering advice on equity compensation, including concentrated stock positions, maximizing the benefits of stock options, deferred compensation and restricted stock. Ms. Kistner received a bachelor's in economics from the University of California, Los Angeles (UCLA). She served on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) for six years and was the chair of the Board in 2013. She currently serves as the chair of the CFP Board's Women's Initiative and on the board of The Coalition for Debtor Education which is based at Fordham Law School. Ms. Kistner's term on the FPSB Board of Directors ends 31 March 2019.


December 2016 Newsletter - CFP Board Center for Financial Planning

centerforfinancialplanning.org [cached]

Nancy A. Kistner, CFP®


centerforfinancialplanning.org

Nancy A. Kistner, CFP®


www.fpsb.org

Nancy Kistner, CFP
Nancy Kistner, CFP Nancy Kistner, CFP, is managing director and wealth planning solutions market director at U.S. Trust, Bank of America Private Wealth Management. She leads a team of wealth strategists in the New York market and works with high net worth individuals and families in addressing a wide range of financial, trust, estate and tax planning issues. She and her team provide customized strategies for managing clients' balance sheets, advice on cash flow and lifestyle planning, art planning, income, gift, trust and estate tax planning, as well as wealth transfer and intergenerational planning. She and her team also help structure liquidity events and philanthropic giving plans in addition to offering advice on equity compensation, including concentrated stock positions, maximizing the benefits of stock options, deferred compensation and restricted stock. Ms. Kistner received a bachelor's in economics from the University of California, Los Angeles (UCLA). She served on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. (CFP Board) for six years and was the chair of the Board in 2013. She currently serves as the chair of the CFP Board's Women's Initiative and on the board of The Coalition for Debtor Education which is based at Fordham Law School. Ms. Kistner's term on the FPSB Board of Directors ends 31 March 2019.


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