A CAREER BUILT AROUND HELPING PEOPLE
Mary L. Van Nostrand, CFP®, founded Van Nostrand Wealth Management in 2004 with a simple goal: to use her experience in the investment industry to help individuals and families retire with confidence.
Following graduation from Michigan State University, Mary began her career at the Chicago Board of Trade, serving in senior roles within the asset management industry, and consulting with some of the most renowned asset management firms in the country, including Nicholas Applegate, Putnam, Liberty Funds, Transamerica, Delaware Group and Citibank on strategic planning, distribution and product development.
Over time, however, Mary realized that the work she found most meaningful was helping individuals.
She wanted to know the people she was helping—not just manage investment products. She wanted to understand what they were trying to accomplish, what they worried about, and how financial decisions fit into the rest of their lives.
That desire ultimately led her to financial planning and the creation of Van Nostrand Wealth Management.
Today, Mary works closely with clients through retirement, family transitions, estate decisions, and the many smaller financial questions that arise along the way. She believes the best advisory relationships are built over time, allowing an advisor to understand both the numbers and the people behind them.
One of the things Mary values most is seeing those relationships extend across generations. Many clients who originally began working with her years ago now involve their children in the planning process, creating relationships that often span an entire family.
Mary is a CERTIFIED FINANCIAL PLANNER™ professional and an associate member with the National Association of Personal Financial Advisors (NAPFA). Mary has served the San Diego and national public as a resource for the Wall Street Journal, Kiplinger and KUSI News, while also serving as a board member of Sycuan Capital Management. Mary spent a number of years actively involved with the Kiwanis Club of Poway, California where she served as President as well as a board member for the Kiwanis Foundation.
Outside the office, Mary enjoys spending time with family and friends and staying involved in her community.
MARY'S MEDIA APPEARANCES
