Nancy Caton's Location

San Rafael, CA, US

Nancy Caton's Work

  • Managing Director @ Carson Wealth
  • Owner @ Caton Financial, Inc. An Independent Investment Advisor Firm
  • Financial Advisor @ Raymond James Financial Services

Nancy Caton's Education

  • University of California, Berkeley

  • Western Washington University

Nancy Caton's Skills

  • Financial Advisory
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Investment Advisory
  • Securities
  • Retirement
  • Fixed Annuities
  • Mutual Funds
  • IRAs

Nancy Caton's Summary

Nancy Caton, based in San Rafael, CA, US, is currently a Managing Director at Carson Wealth Management Group, bringing experience from previous roles at Caton Financial, Inc. An Independent Investment Advisor Firm and Raymond James Financial Services. Nancy Caton holds a University of California, Berkeley. With a robust skill set that includes Financial Advisory, Wealth Management, Financial Planning, Retirement Planning, Investment Advisory and more, Nancy Caton contributes valuable insights to the industry. Nancy Caton has 4 emails on RocketReach.

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