Nancy Tredwell, CRPC - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor - Investment Management - Financial Planning - Bay Area - Walnut Creek, California

Nancy Tredwell, CRPC

Senior Financial Planner

Nancy has been helping clients with their financial planning needs for over 25 years. She creates the financial plans that drive the investment allocations. She works with clients on as they plan for retirement, funding education for children or grandchildren.

A graduate of Western Washington University, Nancy joined Bedell in 1989. She also holds the professional designation of Chartered Retirement Planning Counselor.

Nancy regularly attends industry events to stay up to date on financial planning, estate, and tax planning strategies. She is an active member of the Financial Planning Association, the Estate Planning Council and the Financial Women of San Francisco.

Mother to two grown daughters, she is an active participant in her book club and lives with her husband in Walnut Creek.

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