Nancy Robertson

Nancy Robertson


7041 Koll Center Parkway, Suite 265, Pleasanton, CA 94566

Ph 925.461.5312

Nancy Robertson is an Investment Advisor and General Securities Registered Representative with Protected Investors of America.   She joined Protected Investors of America in 1993 and has served on the board of directors of the firm from 2008-2012.  Nancy holds a Bachelor of Arts degree in Economics.  In 2010 she was awarded the Churchill C. Peters Award for Excellence in Financial Planning.  Nancy also holds a California State Insurance License.

For over 25 years Nancy has provided a wide range of financial services for her clients by focusing on addressing individual client needs.  With extensive experience throughout major shifts in the markets, Nancy has dedicated her career to delivering personalized and professional investment planning services her clients.  She is a small business retirement specialist and provides professional guidance to companies wishing to establish or maintain their 401(k) plan. 

Nancy was born in the San Francisco Bay Area and raised in Lafayette.  She and her husband have lived in Danville for over 20 years.  They have three daughters.  Nancy enjoys swimming and hiking.  In 2014 she competed in the “Escape from Alcatraz” swim challenge. 

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