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Nina Breen, CFP®, RICP®, CPWA®
Wealth Planner

EDUCATION

Missouri State University – Bachelor of Science in Business, Marketing Management

PROFESSIONAL

Nina began her financial services career in 2013 with another prominent St. Louis firm before joining the Gatewood Wealth Solutions team in 2019. In her position as Wealth Planner, Nina is responsible for creating and proactively monitoring clients’ financial plans. She collaborates with each client’s Client Care team of professionals, guiding families through critical financial decisions and life events. Her goal is to help every client achieve the firm’s mission: to become and remain financially self-reliant.

 

Nina is a Certified Financial Planner ®(CFP®) professional, a designation that demonstrates her proficiency in financial planning, risk management, investment, tax efficiency, retirement, and estate planning advising. She also holds her RICP® designation which stands for Retirement Income Certified Professional (RICP). The term refers to a financial professional who specializes in retirement income planning. The CPWA® certification is an advanced professional certification for advisors who serve high-net-worth clients. Nina maintains her Series 7 & 66 securities registrations with LPL Financial, as well as her Life, Health, and Long-Term Care insurance licenses. 

PERSONAL

Nina and her husband, Ryan, reside in Ballwin with their adorable daughter, Avery, and loyal dog, Rufus. As devoted St. Louis sports enthusiasts, Nina and Ryan ardently support Cardinals baseball, Blues hockey, and the newly established St. Louis City Soccer teams. In her leisure time, Nina enjoys immersing herself in oil painting, exploring St. Louis’ vibrant food scene, traveling, and spending quality time with family and friends.

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