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Nanci L. Pipo RICP® ChFC®, CLU®, CLTC

Nanci L. Pipo RICP® ChFC®, CLU®, CLTC

Vice President & Partner

Nanci began her career at SFG in 1997.  She serves as practice manager, COO and CFO of the firm.  She also helps clients navigate the Medicare maze and is an expert in all things insurance. Nanci is an avid yogi and certified Baptiste Yoga instructor, fitness enthusiast, and loves to entertain family and friends!  She and her husband Walter enjoy spending time outdoors hiking, kayaking, skiing, visiting wineries and breweries, and spending time with their two daughter and two adorable grandkids!


    • Retirement Income Certified Professional ® (RICP®), Designation, American College, 2020
    • Chartered Financial Consultant® (ChFC®), Designation, American College, 2010
    • NYS Property & Casualty Insurance Broker License (P&C), 2009
    • Chartered Life Underwriter® (CLU®), Designation, American College, 2007
    • Certified in Long Term Care (CLTC), Designation, Corporation for Long Term Care Certification, 2002
    • FINRA Series 7 (General Securities Rep) Registration, 2002
    • New York State Notary Public, 2000
    • FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) Registration, 2000
    • FINRA Series 63 (Uniform Securities Agent State Law Examination) Registration, 2000
    • NYS Life, Accident & Health License (LAH), 1998


  • B.S. Management and Economics with concentration in Finance, SUNY Empire State College

Professional Organizations
MassMutual Society 1851 Sales Assistant Advisory Council, Toastmasters International

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