Judy Loy

About Judy Loy

Judy Loy, ChFC®, RICP® is an investment advisor and the President and CEO of Nestlerode & Loy, Inc, an investment services and retirement planning firm in State College, Pa, that has been in business for more than 80 years. Judy works closely with individuals, businesses and non-profits to provide- retirement planning - fee-based investment management - non-profit investment services - 529 college savings plansJudy is a Registered Investment Advisor, a Chartered Financial Consultant®, a Retirement Income Certified Professional® and a graduate of both Penn State University and the Securities Institute at the Wharton School at The University of Pennsylvania. She enjoys being involved in the community and is on the board of Centre Volunteers in Medicine and Leadership Centre County.New clients are always welcome. If you are interested in meeting with me to discuss your financial plans, please call for an appointment at 81••••••49.

Experience

1. CEO

   Nestlerode & Loy, Inc

   Jul 2008 — Present · State College, PA, US

   Co-owner and Chief Executive Officer our local investment firm in Centre County

Education

• The American College of Financial Services

  ChFC® (Chartered Financial Consultant ®), Finance

  2007 — 2011

• Penn State University

  Bachelors, Mathematics

  1988 — 1992

• University of Pennsylvania

  Securities Industry Institute

  1996 — 1999

• The American College of Financial Services

  RICP® (Retirement Income Certified Professional®), Finance and Financial Management Services

  2013 — 2014

Skills

• Investments
• Asset Allocation
• Mutual Funds
• Financial Advisory
• Strategy
• Bonds
• Equities
• Portfolio Management
• Wealth Management
• Retirement Planning
• Finance
• Etfs
• Business Planning
• Investment Strategies
• Alternative Investments
• Management
• Asset Management
• Securities
• Estate Planning
• Investment Management
• Small Business
• Leadership
• Series 63
• Financial Services
• Investment Advisory
• 401k
• Fixed Income
• Equity Trading