The Financial Guys

The Financial Guys Team

Nanette Morganti CPFA®

401K Sales, CPFA®

Licenses & Certifications Include:

  •  Certified Plan Fiduciary Advisor 

About Nanette Morganti


Nanette handles all administrative aspects of a 401K Plan from plan design, plan documents, annual reports, employee withdrawals, termination requests, IRS 5500 filings, plan testing, RMD calculations, and distributions. She enjoys the close and personal relationships that she has made over the years with her clients. Taking the time to listen helps Nanette fulfill each client’s individual needs and keep their plan running smoothly.


Nanette graduated high school and immediately went to work for her mother, Charmaine Kaes while attending college. She worked with her for several years handling the administrative side of the 401K business.

Nanette took some time off from her professional career to start a family and become a stay at home mom for her four beautiful children, who have now made her a grandmother to 4.

After her children were grown, Nanette decided to enter the workforce again and continue to work at Retirement Service Providers Inc. with Charmaine. It has been one of the best decisions of her life. Nanette loves interacting with people and helping them in any way she can.


Nanette and Charmaine have moved into the Financial Guys office building four years ago, which has been a fantastic experience to work with such talented people. She looks forward to growing the business and continuing to learn every facet of this business. Nanette is currently working on her Life Accident and Health License, along with Series 6 and 63, to better and more extensively assist all of her current and future clients.