Treena Nault CFP®, RRC
CERTIFIED FINANCIAL PLANNER®
My role is to bring clarity when life feels uncertain, ask the questions that others don’t and help clients move forward with confidence – knowing their financial decisions reflect both their values and the legacy they want to leave.
Treena is a CERTIFIED FINANCIAL PLANNER professional and the owner of Nault Group Private Wealth Management. Treena helps successful families, business owners and individuals navigate life’s most important financial decisions with confidence. Wealth is about family, opportunity, legacy and the people we care about most. As a CFP professional with deep experience in tax, estate and multigenerational planning, Treena helps clients simplify complexity, make informed decisions, and create plans that protect their wealth and relationships.
Outside of work Treena is a dedicated community advocate with a passion for giving back and inspiring others. Known for her engaging speaking appearances, she actively shares her experiences and insights at various events. When she's not making a difference locally, Treena loves to explore new travel destinations, always eager to immerse herself in the rich culture and history.