ABOUT COURTNIE
A distinguished leader since 2007.
Bringing nearly two decades of experience in the Financial Planning and Wealth Management industry, Courtnie is not just a financial planner; she provides insight and personalized strategies to her clients, serving as a dedicated partner in in their financial journeys.
In the News
In this Forbes feature titled “How Taking a Step Back Can Actually Move Your Business Forward”, Courtnie emphasizes the importance of stepping back from the daily grind of entrepreneurship to gain perspective and rejuvenate.
Pursuing financial success is not only possible, it’s sustainable.
Courtnie’s approach is deeply personalized; she believes in understanding the individual stories, goals and needs of her clients to tailor strategies that not only meet but exceed their financial aspirations.
FINANCIAL PLANNING
Creating strategies to manage and allocate resources effectively in an effort to achieve short-term and long-term financial goals.
INVESTMENT MANAGEMENT
Offering personalized guidance on portfolio optimization, asset allocation, and investment strategies.
RISK MANAGEMENT
Identifying, analyzing and mitigating potential risks to safeguard assets and optimize returns for clients.
PSERS FOCUSED FINANCIAL PLANNING
Financial Planning focused for teachers in the Pennsylvania State Education Retirement System.
Take control of your financial future!
Financial Fitness Corner
Explore the latest insights from Courtnie and empower yourself to make informed decisions on your path to financial freedom.
Request An Appointment
Request an appointment with Courtnie Nein today and embark on a journey towards financial empowerment and prosperity.