Team

Nancy A. Pyzel, EA, MBA

Nancy A. Pyzel earned a bachelor's degree in finance from CSU Fullerton and an M.B.A., with an emphasis in financial planning from Golden Gate University.  She currently holds the Series 7 and 66 registrations, and California insurance license (0E71106).  She is an enrolled Agent (EA) with 29 years of experience in tax preparation.  Nancy worked as a manager at Tiret & Co. CPAs, a tax preparer for Kimbell, McKenna, and Von Kaschnitz (now Armanino McKenna), and a manager at Ernst & Young before joining Life Organizers, a Los Altos, CA tax and financial planning practice, in 1999.  Nancy founded A Life Well Spent in June, 2008. Nancy teaches Income Taxation in Personal Financial Planning at UC Santa Cruz Silicon Valley Extension.

 

Irene C. Tillman,

Wealth Management Assistant

Irene C. Tillman currently holds the California insurance license (0D21444) and Series 7 registration.  She has been in the insurance and financial industry for over 13 years and served as the Compliance Officer at Miceli Financial Partners, a Massachusetts Mutual Life Insurance Co. in San Jose.  Irene joined A Life Well Spent in December, 2008 as Nancy's Wealth Management Assistant.

 

Royal Alliance Associates, Inc. does not offer tax or legal advice.