Prince William Sound

Nancy Blunck, MS, CFP™

Nancy Blunck obtained her license as a Certified Financial PlannerŪ in 1985. She is a member of the Financial Planning Association (FPA). She helped co-found Aegis Group, a network of independent financial planning and investment management firms throughout the U.S., all fee-only, whose purpose is to enhance each other's professional skills through sharing of knowledge, expertise and resources in a non-competitive, confidential and supportive environment. Currently the 13 Aegis members manage $2 billion. Nancy belongs to the Nazrudin Group.

Background:Nancy Blunck has worked in the planning field in Alaska for 38 years. She began her business in financial planning and investing in 1983. Nancy Blunck owns BLUNCK FINANCIAL, a registered investment advisory and financial planning firm. Prior to financial planning, Nancy worked for twelve years in public policy planning (at the local, state and federal levels).

Date of birth: June 27, 1949

Qualifications and Professional Involvement:

  • August 2008:  Appointed to the University of Alaska Investment Committee by the University of Alaska Board of Regents and University of Alaska Foundation Board.
  • September 2007: Appointed by the Governor to six-member Board of Trustees of the Alaska Permanent Fund.  Four-year term.
  • Master of Science Degree in Financial Planning: 1995.  Certified Financial Planner® designation (CFP®): 1985.   Bachelor of Science Degree, Iowa State University, 1971.
  • Qualified as an expert witness before the Superior Court in Alaska, Third Judicial District.
  • Successfully completed all four academic study sections of the Certified Commercial Investment (CCIM) curriculum.  Analysis of commercial and investment real estate. 
  • Arbitrator (Alaska Bar Association, Third Judicial District).  Settled fee disputes between attorneys and their clients. Completed 11 arbitrations.
  • Discipline Hearing Committee (Alaska Bar Association, Third Judicial District).  Heard cases and made recommendations concerning violations of ethics and professional standards for attorneys.
  • Presented “Retirement Planning and the Judicial Retirement System” to State of Alaska justices and judges in May 2000, May 2003, and April 2008.
  • Presented Judicial Retirement System Basic Training to new State of Alaska judges, February 2008.
  • Presented “Retirement Planning” to the National Association of Women Judges, April 1996. 
  • Co-presented “Serving as an Expert Witness” to national conference of Certified Financial Planners, July 1993, Yale University.
  • Software beta test site for the following companies: Hewlett Packard, Ibbotson Associates, Money Tree Software, Morningstar, and ADVENT Software.
  • www.BlunckFinancial.com website selected by Morningstar as one of two firms (the other being CNN Money) to be highlighted in their 2004 Annual Survey of financial service firms using Morningstar tools.
  • Quoted in Wall Street Journal  “Cracks in the Nest Egg”, a look at the mistakes investors make with their retirement saving.  October 22, 2001. 
  • Quoted in Journal of Financial Planning “Keeping Clients in the Fold”.   July 2001. 
  • Quoted in Journal of Financial Planning “How Did You Respond to Clients during the Recent Stock Market Drop?”.   December 1997.
  • Instructor on pensions and divorce for the Alaska Bar Association.

Family: Nancy is married to John R. Lohff, State of Alaska District Court Judge. Their daughter is in college. Nancy enjoys computers, reading, puttering around the house, and people with a sense of humor. Interests include design, landscaping/gardening, science, and two golden retrievers.  

 Rev: 5-1-09

Blunck Financial embraces technology. 
(Yes, Nancy really does have
four monitors on one desk.)

 Nancy is a Certified Financial Planner® licensee.