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This profile was last updated on 8/10/15  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Nancy A. Kistner

Wrong Nancy A. Kistner?

Managing Director, Wealth Plannin...

Local Address:  New York City , New York , United States
U.S. Trust Bank of America Private Wealth Management
 
Background

Employment History

Board Memberships and Affiliations

Education

  • B.A. , Economics
    University of California , Los Angeles
54 Total References
Web References
Initiative Includes Women's Advisory ...
cfp.net [cached]
Initiative Includes Women's Advisory Panel Led by CFP Board Chair Nancy Kistner, CFP®
Certified Financial Planner Board of Standards, Inc. Board of Directors Chair Nancy A. Kistner, CFP® announced today an initiative to increase the number of women entering the growing financial planning profession, including the number of women CFP® professionals.
"As more and more Americans need help to meet their financial goals CFP® professionals - and those who aspire to join our ranks - have an important opportunity to help Americans get back on track and take control of their financial lives," Kistner said. "Growing the ranks of female CFP®professionals not only makes good business sense, but it builds the heart and soul of this profession, which is all about helping Americans achieve financial security. When more women advisors are helping more women clients, they are also helping spouses, children, families and communities."
Kistner, who also serves as the Managing Director and Wealth Planning Solutions Market Director at U.S. Trust, Bank of America Private Wealth Management, made the announcement during a keynote address at the Women Advisors Forum in New York City.
Currently, only about 23 percent of the 68,000 CFP® professionals are female - a statistic that hasn't budged for a decade. With fields like education, medicine and law, among others, seeing more gender parity, Kistner said in her remarks, "it is well past time that we welcome more women in financial services, particularly financial planning."
To inform the initiative's efforts, CFP Board has appointed a Women's Initiative Advisory Panel made up of leading experts in the financial planning field. The Advisory Panel will help to identify the challenges women face when becoming certified and beginning a career in financial planning, as well as recommend solutions to increase the ranks of female CFP® professionals. Kistner will serve as Chair of the panel, in addition to leading the overall effort.
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Ten Reasons Women Should Become CFP® Professionals - From Remarks by CFP Board Chair Nancy A. Kistner, CFP® at the Women Advisors Forum (5/15/13)
Nancy A. Kistner, CFP® ...
www.sys-con.com, 15 July 2011 [cached]
Nancy A. Kistner, CFP® Elected 2012 Chair-Elect
...
WASHINGTON, July 15, 2011 /PRNewswire-USNewswire/ -- Veteran financial planner and community volunteer, Nancy A. Kistner, CFP® has been elected to CFP Board's Board of Directors as 2012 Chair-elect. Her peers chose her for this prestigious role at its July Board of Directors meeting.
"CFP Board continues to raise the bar for the financial planning profession, and I am honored to have the chance to serve an organization, which has given so much to my profession," Kistner said.
Managing Director and Wealth Planning Solutions Market Director at U.S. Trust, Bank of America Private Wealth Management in New York, Kistner has dedicated her professional life to the advancement of the financial planning profession. She is a leader, working to provide her clients with customized strategies for financial, trust and estate and tax planning issues.
She currently serves on the Board of Directors for The Coalition for Debtor Education in New York City- through Fordham Law School- whose mission is to assist consumers, with a particular emphasis on vulnerable populations, in understanding and improving their ability to manage their financial affairs.
"Nancy is enthusiastic about financial planning and conveys her passion in her professional role and through her community involvement.
...
"I am excited that Nancy gets to help lead CFP Board in growing the CFP® designation and raising awareness of the profession."
The Board of Directors elected Kistner at its July 13-15 meeting. She will begin her duties as Chair-elect on January 1, 2012, when Alan Goldfarb, CFP® begins his term as 2012 Chair. Kistner will serve as Chair of the Board of Directors beginning in January 2013.
...
Nancy will harness her extensive leadership experience to increase the standards of the profession and ensure that the public is aware of our role."
In her prior roles, Nancy gained experience in investment portfolio management, insurance and banking. She previously served as Director and Head of Financial Planning in the Citi Private Bank, where she managed a team of financial planning professionals and delivered complex financial, trust and estate planning advice to high net worth individuals. Nancy also served as Head of Financial Planning Training at MetLife Financial Services prior to serving in her role at Citi.
She enjoys using her considerable financial expertise to benefit others, as evidenced by her role at The Coalition for Debtor Education and her volunteer work with the AARP Foundation's Bill Payer Program, where she serves as a bill payer for seniors - helping them maintain financial independence and pay bills on time.
Nancy received her Bachelor of Arts in Economics from the University of California, Los Angeles (UCLA).
FINANCIAL PLANNING STANDARDS ...
www.fpsbindonesia.net, 17 Mar 2015 [cached]
FINANCIAL PLANNING STANDARDS BOARD NAMES NANCY KISTNER TO 2015 BOARD OF DIRECTORS Posted: Monday 6th, April 2015
DENVER, CO - 17 March 2015 - Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the U.S., named Nancy Kistner, CFP, to its Board of Directors for a four-year term beginning on 01 April 2015. Kistner is currently Managing Director and Wealth Planning Solutions Market Director at U.S. Trust, Bank of America Private Wealth Management, where she and her team of wealth strategists work with clients in addressing a wide range of financial, trust and estate and tax planning issues.
As an experienced financial planning leader, Kistner has dedicated her professional life to the advancement of the financial planning profession. She has shared her expertise and knowledge to benefit the community by serving on many finance and education-based boards. She served as chairwoman of the CFP Board's Board of Directors and is currently chairwoman of the CFP Board's WIN Council, which supports and advises the CFP Board in its efforts to increase the number of women entering the financial planning profession, including the number of women CFP professionals.
"I am pleased that Nancy will be joining the FPSB Board of Directors.
...
"Nancy understands the importance of establishing global standards for our young profession, is passionate about educating consumers about the benefits of financial planning, and has proven herself to be a thoughtful leader in the U.S. profession who will assist FPSB in achieving its vision of establishing financial planning as a global profession for the benefit of the public."
"I am grateful to have the opportunity to serve the financial planning profession globally," said Kistner. "The profession of financial planning has given me so much, and I am honored to be able to continue to give back by serving on the FPSB Board of Directors. On a daily basis, I see first-hand how a CFP professional can make a difference in consumers' lives, and I'm excited to be able to continue to advocate for the CFP certification and the financial planning profession at the global level."
Kistner has served as Director and Head of Financial Planning at Citi Private Bank, where she managed a team of financial planning professionals and delivered complex financial, trust and estate planning advice to consumers. She served as Head of Financial Planning Training at MetLife Financial Services prior to her role at Citi. In addition to other career experiences in investment portfolio management, insurance and banking, Nancy received a B.A. in Economics from the University of California, Los Angeles (UCLA).
Kistner joins eight other volunteers on the FPSB Board of Directors from Australia, Brazil, Canada, China, India, the United Arab Emirates and the United States. More information about the FPSB Board of Directors can be found at www.fpsb.org/about/ boardofdirectors.html
CFP BOARD ANNOUNCES 2008 BOARD OF DIRECTORS
www.certifiedfinancialplanner.org, 5 Sept 2007 [cached]
They will be joined by four new members: Nancy A. Kistner, CFP ®; Terry L. Lister, JD; Charles A. Moran, JD, CFP®; and Charles D. Robinson, CFP ®.
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Nancy A. Kistner, CFP ®
...
Nancy A. Kistner, CFP ® is head of the Financial Planning Group of the Citigroup Private Bank in New York, N.Y., where she has also served as a fee-based financial planner in the retail bank operation. Prior to joining Citicorp Investment Services, she directed Financial Planning Training for MetLife Financial Services. She has served on the Board of Directors of the Financial Planning Association and as FPA's career development liaison. Kistner holds Series 7, 63 and 65 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.
CFP Board chairman Nancy ...
www.investmentnews.com, 15 Jan 2013 [cached]
CFP Board chairman Nancy Kistner said that the organization's growth goal is tied to what she says is an increasing need for competent and professional investment advice.
"We view it as evolving based on public demand," said Ms. Kistner, managing director and wealth planning solutions market director at U.S. Trust Bank of America Private Wealth Management.
...
Not surprisingly, Ms. Kistner sees her organization's push to make the CFP mark preeminent in a different light.
"In our view, we don't find it limiting at all," Ms. Kistner said.
Other People with the name "Kistner":
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