39111 Paseo Padre Parkway #305 Fremont CA 94538

Ph 510.742.0204     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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