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Home » Board of Directors
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PIA Director & Financial Advisor
39111 Paseo Padre Pkwy #302
Fremont, CA 94538 (map)
(510) 742-0204
E-mail: nrobertson@protectedinvestors.com
Nancy Robertson joined PIA in 1993 to work with her father, James Lingel, who had been associated with PIA since 1981. She focuses on retirement planning and small business plans. Prior to joining PIA, Nancy sold document management systems to banks, mutual fund companies, and credit unions. She holds her 7, 63, and Life Insurance licenses and has a BS in Economics. She lives in Danville with her husband and their three children.
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Protected Investors of America, Inc. is an SEC registered Investment Advisor and a Member of FINRA , SIPC, and MSRB.
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