Time & Location
Oct 11, 9:00 AM – 10:00 AM
About the event
Shelley Leavitt Nadel, CFP®, CLTC®, LUTCF, is an independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner affiliated with the Csenge Advisory Group and Radian Partners and does business under the name Financial Success Strategies. Her firm offers comprehensive financial planning services, including client-specific strategies for: investments, retirement, insurance, tax minimization, business succession, and estate planning. She has specialties in long-term care planning, insurance strategies, and financial strategies for the unique circumstances of same-sex or unmarried heterosexual couples.
Services available from Financial Success Strategies include personalized financial coaching, robust financial plans, fee-based investment management, and risk management through insurance products. Mrs. Nadel also is available to conduct financial literacy seminars for employee networks, community organizations, and informal gatherings of friends and colleagues who have questions about their personal finances. Her specialized expertise includes demystifying Medicare and Medicaid in relation to planning for extended care needs.
Mrs. Nadel is passionate about giving clients candid and straight-talking advice about how to lead a successful financial life and putting them in control of their money rather than the reverse. Most of her clients are executives and senior managers who are too busy taking care of everyone else to make their own finances a priority. Mrs. Nadel’s practice focuses on guiding her clients to apply the same excellence to their personal finances that they employ every day in their work environment. This integrated approach can be extremely valuable for busy professionals who see the benefits of linking all their financial planning needs into one coordinated strategy and who appreciate the advice of a trusted fiduciary who always puts their best interests first.
In late 2021, Mrs. Nadel launched a Financial Literacy initiative called Food and Finance with Shelley (www.FoodandFinancewithShelley.com). Her goal is to use this unique platform, which pairs cooking and financial tips, to help businesses provide financial literacy and wellness to their employees.
Mrs. Nadel likes to say that volunteering is in her DNA, and she has participated in nonprofit organizations in her community for over 40 years. Past leadership roles include Chair of the Greater Houston Partnership’s Women’s Business Alliance, Board member, and Mentor of the Women’s Energy Network; for WEN she also served as their 20th Anniversary Chair. She has served as an Apple Corps Adult Leader for the Houston Food Bank and PTO President for the Energy Institute High School in Houston and was declared a “Women to Watch” by the Houston Business Journal in 2017. She serves as the 2021-2023 Co-President for the Houston Chapter of Ellevate, a national network focused on helping women lead and advocate in their communities; previously, she was the Chair of the Ellevate Houston Fifth Anniversary Luncheon in 2019 and the Co-Content Lead for 2020.
Mrs. Nadel is a native Houstonian. She graduated from St. John’s in Houston, earned her Bachelor of Arts from Dartmouth College, and has a Master of Public Affairs from the University of Texas. She has three successful young adult children and has been married to David, an engineer, for 31 years and counting.
Securities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Lion Street
Advisors, LLC and/or Csenge Advisory Group, registered investment advisors. Insurance offered through Radian Partners, LLC, not affiliated with LSF. Mrs. Nadel operates under the marketing name Financial Success Strategies, LLC. Her branch address is: One Riverway, Ste. 1700, Houston, TX 77056. Main office number is 512-662-62