Nancy Pyzel, EA*, MBA

After many years of hearing clients say, “I don’t know where all my money goes”, Nancy founded A Life Well Spent. Her goal is to help clients identify their values, set goals, and direct their time and money toward living their values. Nancy earned a bachelor’s degree in finance from CSU Fullerton and an M.B.A. in financial planning from Golden Gate University. She worked as a manager at Tiret & Co. CPAs, a tax preparer for Kimbell, McKenna, and Von Kaschnitz (now Armanino McKenna), a manager at Ernst & Young, and tax and financial planning at Life Organizers, before starting her own tax business in 2000. Nancy is an enrolled Agent (EA) with 30 years of experience in tax preparation and planning. She holds the Series 7 and 66 registrations, and California insurance license (0E71106).

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Nancy Pyzel is a registered representative of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. A Life Well Spent is a marketing name for registered representatives of Lincoln Financial Advisors. Lincoln Financial Advisors Corp and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. CRN-5879233-081423

*Licensed but not practicing on behalf of Lincoln Financial Advisors