Nancy Wakefield

Nancy Wakefield is a principal at Serene Point Advisors LLC, an investment advisory firm based in the Pacific Northwest. For over 25 years she has been helping individuals and families plan and invest for the good, bad and in-between times that make up our financial journeys.

She earned the Certified Divorce Financial Analyst (CDFA®) certification in 2023. Interest in this area developed as friends and clients shared stressful experiences of struggling to understand the complexities of their finances and options while navigating divorce. Acknowledging the immense difficulty of divorce on families, Nancy works to bring thoughtful and balanced data to help spouses find fair and equitable resolutions. Nancy works most frequently as a neutral professional advising both parties via a mediation or collaborative approach. 

Profession: Certified Divorce Financial Analyst (CDFA®)

Phone: 503-360-9550
Website: Get In Touch | Serene Point Advisors (planserene.com)