We are a team of dedicated professionals who are passionate about helping our clients live their best financial lives. We have the experience, knowledge, and credentials to provide you with the highest quality of service and advice. We are also friendly, approachable, and fun to work with.
Meet Alan S. Nastali, CPA/PFS, CFP®
Alan is the founder and president of Nastali Financial Service. He has over 25 years of experience in financial planning, tax preparation, and investment management. He specializes in serving executives and entrepreneurs who have sophisticated and complex financial needs.
Alan Nastali, CPA/PFS, CFP®
Registered Representative | Investment Adviser Representative | President
(630) 960-1368
My Areas of Focus Investments Mutual Funds, Stocks and Bonds, Fee-Based Asset Management Services Retirement Planning IRAs, 401(k) Plans, Pension/Profit Sharing Plans Insurance Fixed and Variable Life Insurance, Disability Insurance,...
Laura Sharkey
Client Service Associate
(630) 960-1368
Laura Sharkey has been on the team since 2012, she started as a client of Alan’s and the rest is history. With experience in restaurant and healthcare management, she brings strong customer service and attention to detail to the...
Ka Fung
Registered Administrative Assistant
(630) 960-1368
Ka joined the Nastali Financial Services team in 2022. Her background in retail banking has led her to realize her passion in finance and future planning. She loves connecting with clients and making them feel heard - what's important...