Role
Nancy Gates, an essential member of the Boldin team, plays a key role in leading classes, one-on-one coaching, and helping shape the direction of the Boldin Planner—the most powerful DIY planning tool available.

She’s committed to providing thoughtful, supportive guidance as you build a financial plan that reflects your goals, values, and personal circumstances. With a deep passion for financial education, Nancy helps users gain confidence, clarity, and greater peace of mind about the future.

Background
Nancy joined the Boldin team in 2021, after a 30-year career within the education sector. Her commitment to financial wellness led her to dive deep into the language of personal finance—earning a certificate in accounting and passing the FINRA SIE, as well as the NASAA Series 63, 65, and 66 exams. Driven by a passion for education and empowerment cultivated over time, and supported by her knowledge of the financial services and securities industries, Nancy now applies these skills as a financial wellness coach, educator, and product advisor.

In her free time
When she’s not crunching numbers, Nancy enjoys exploring the outdoors on a hiking trail or unwinding with a great book. She’s also an avid traveler and passionate “templer,” having visited awe-inspiring sacred sites around the world—including Teotihuacán, Machu Picchu, and Angkor Wat