Nancy Meconi, CPA, CFP®, Partner joined Plante & Moran in 1988 and has more than 17 years of experience in comprehensive wealth planning. Her practice focuses on providing comprehensive investment consulting, personal financial planning, and individual income tax and estate planning services to high net worth individuals. Nancy earned national recognition as one of Wealth Manager magazine's "Top 50 Women in Wealth Management," featured in the publication's April 2009 issue.
Nancy received her bachelor of science degree in accounting from Michigan State University. She is also a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
