Broker Check

Team

Alan Nastali, CPA/PFS, CFP®

Registered Representative | Investment Adviser Representative | President

(630) 960-1368

(630) 960-1368

contactus@nastali.com

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,...

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Ka Fung

Registered Admin

(630) 960-1368 ext 5

(630) 960-1368

kfung@nastali.com

Ka joined the Nastali Financial Services team in 2022. Her background in retail banking has lead her to realize her passion in finance and future planning. She loves connecting with clients and making them feel heard - what's important...

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Laura Sharkey

Sr. Customer Service Associate

(630) 960-1368 ext 2

(630) 960-1368

lsharkey@nastali.com

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...

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Patricia Ogden

Customer Service Associate

(630) 960-1368 ext 6

(630) 960-1368

pogden@nastali.com

Trish came to Nastali Financial services in late 2019. She has a background of more than 10 years in customer service, including experience in property, casualty and life insurance. She enjoys connecting with clients and helping them...

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