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Nannette L. Belt

Inspiration Financial Planning

Carlsbad, CA

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Current Employers
Inspiration Financial Planning

5858 Dryden Pl Suite 211, Carlsbad, CA 92008 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-17
  • CA RA
    APPROVED
    Since 2025-01-17

Branch Locations

5858 Dryden Pl Suite 211, Carlsbad, CA 92008 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Inspiration Financial Planning Encinitas CA 03/2015 09/2019
The Stanich Group, Llc Dba: Cultivating Wealth Montauk NY 10/2019 09/2022
Echo45 Advisors Llc Walnut Creek CA 09/2022 Present
Inspiration Financial Planning Llc Carlsbad CA 12/2024 Present
  • 03/2015 → 09/2019
    Inspiration Financial Planning
    Encinitas, CA
  • 10/2019 → 09/2022
    The Stanich Group, Llc Dba: Cultivating Wealth
    Montauk, NY
  • 09/2022 → Present
    Echo45 Advisors Llc
    Walnut Creek, CA
  • 12/2024 → Present
    Inspiration Financial Planning Llc
    Carlsbad, CA
Previous Registrations
  • 2022-09-26 → 2024-12-16
    Echo45 Advisors Llc
    Walnut Creek, CA
    Carlsbad, CA
  • 2019-10-01 → 2022-09-26
    Cultivating Wealth
    Encinitas, CA
    Montauk, NY
  • 2015-06-04 → 2019-09-30
    Inspiration Financial Planning Llc
    Encinitas, CA
    Glenview, IL
Other Businesses

Nannette Kamien works as an Author/Writer of Financial Planning related books and articles. (i.e. Crazy College Money)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-30
  • S65 Uniform Investment Adviser Law Examination
    2015-04-30
Designations
Other Names
  • Nannette Belt
  • Nannette Kamien
  • Nannette L. Kamien

View on SEC IAPD

Other Firms

INTELLIGENCE DRIVEN ADVISERS, LLC
COTTINGHAM MANAGEMENT COMPANY, LLC
CORONADO INVESTMENT ADVISORS, LLC
FINANCIAL PLANNING SOLUTIONS, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
FRANK FINANCIAL ADVISORS
LPL FINANCIAL LLC

Other Investors

JASON RICHARD LABRUM
Samuel Bowman Wheeler
Thomas Ohanesian
JORDIE ELIZABETH CZAPINSKI
ROBERT EDWARD PATERSON
ALEX KLINGENSMITH
Brittney Nicole Partow
Nolan Tyler Martin

Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
FRANK FINANCIAL ADVISORS · CARLSBAD, CA
LPL FINANCIAL LLC · CARLSBAD, CA

More in Carlsbad, CA

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