Delores Nance earned a Master of Taxation from Arizona State University and a Master of Health Care Administration from the University of Mississippi. Her Bachelor of Science degree was earned at the University of Arizona. In addition to financial planning, Ms. Nance has an extensive background in public accounting and healthcare. Ms. Nance has earned many industry designations including: Certified Financial Planner, Certified Specialist in Estate Planning, Certified Fund Specialist, and Certified Public Accountant. She holds FINRA Series 7 and 63 licenses.
Ms. Nance teaches both graduate and undergraduate tax and accounting courses at the University of Phoenix and Keller Graduate School. She has also taught estate planning in the College of Financial Planning's courses for those pursuing the Certified Financial Planner designation. In 2003, she received the Distinguished Faculty Award from the University of Phoenix.
She has published several articles, including Trust Funding in a Bear Market and Supporting Non-Profits: The Maze of Choices in AZCPA, the official publication of the Arizona Society of CPAs. She has also contributed several articles to the Journal of Business and Real Estate.
In her spare time, she enjoys rose gardening, travel, and spending time with her family.
Delores I. Nance is the managing member of Nance Financial Group LLC. She is an independent contractor and investment advisor representative with Money Concepts Capital Corporation. Why did her firm choose to affiliate with Money Concepts Capital Corporation? Her response is their focus on doing things right and their independence. These values reflect her values. Ms. Nance is committed to providing independent financial advice to help her clients achieve their financial goals. Since joining the Money Concepts team in 2009, Ms. Nance has worked to make a wide array of products and services available to her clients.
When asked "what is your ideal client?" she responded, the ideal client wants to enjoy life and understands the value of working with professionals committed to providing independent financial advice. We focus on working with middle and upper income individuals AND small to medium sized businesses. Too often we have found that unless you are very wealthy, financial advisors are not willing to spend time to help you develop a financial plan and help you monitor whether or not that plan continues to meet your goals. Let us be your financial guide to achieving greater piece of mind, for you and your family.
Our Motto: Illuminate your opportunities. Navigate your success.
Important Investing Information:
Not all investments and services mentioned are available in all states.
Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or
jurisdiction for which they are properly registered. When investing from outside of the United States,
you are subject to the securities and tax regulations governing your jurisdiction.
Contact us directly for detailed information about investment regulations outside of the United States.
Registered Representatives State License Disclosure
Delores Nance is an independent contractor of Money Concepts
note: Nance Financial Group, LLC is an independent firm and not affiliated with Money Concepts