Gail F. Van Nest, CFP®, CLTC, CHFc, RICP

 

Gail Van Nest is a Certified Financial Planner ®, Certified Long Term Care Specialist, Chartered Financial Consultant and Retirement Income Certified Professional who specializes in the development and implementation of planning solutions for families, executives and closely held business owners. Gail works with clients in the areas of income distribution strategies for retirement, insurance planning, investment strategies, asset protection and estate strategies for professionals and executives and business continuation planning for business owners. Prior to entering the financial services industry, Gail held senior management positions with Fortune 500 companies in the areas of management, sales and marketing, operations and financial management.

Gail graduated from the University of Houston with a Bachelors of Architecture degree and a Masters of Business Administration. She completed the Financial Planning Program at Rice University, the Chartered Financial Consultant Program and the Retirement Income Certified Professional at the American College of Financial Services.

Gail is active in the local community and has served on numerous community organizations, business and non-profit boards. She frequently speaks to professional and corporate groups on financial and business planning issues and has taught retirement courses at the local colleges. She is a member of the Financial Planning Association.