Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15)

Dollars and Sense: Creating Your Fulfilled Life

08-03-2023 • 42 mins

Breaking the glass ceiling: Join us as we delve into the world of finance and showcase the incredible achievements of women who are challenging the status quo and paving the way for future generations.

In this episode, Nicole celebrates Women’s History Month and International Women’s Day with Delaney Orozco, CFP®, and Stephanie Nanney, CFP®, CPFA. Get ready to hear their inspiring conversation about why they believe wealth management is an awesome career choice for women.

Nicole, Delaney, and Stephanie discuss:

  • Why the finance industry is a great career choice for women
  • How the industry offers women a successful career and professional life and allows for flexibility to have a fulfilling personal life
  • Why more women are joining the finance industry each year
  • How their families and male colleagues have shown support throughout their careers
  • Why they chose to work in the industry
  • How My Private Vista creates a supportive and nurturing work environment
  • And more


Connect with Nicole Romito:

Connect with Delaney Orozco and Stephanie Nanney:

About our Guests:

Delaney Orozco, CFP®, began in the financial services industry in 2015 as a service advisor. Throughout her career, she has focused on finding the intersection between the day-to-day processes of the financial world and bigger-picture planning, with the goal of assisting her clients in achieving their private vista. Delaney also has a deep passion for developing guides for her clients, helping them navigate the psychology behind finance and the numbers they see on the page. Her experience as a collegiate athlete has equipped her with the work ethic and dedication necessary to perform at a high level, which she hopes to offer her clients.

Having grown up around the financial services industry, Stephanie Nanney, CFP®, CPFA, knows the value of long-term relationships with clients and the work and reward that comes with helping those clients, and their families, achieve financial goals. Stephanie’s primary goal in helping clients is to listen to them and establish a genuine partnership, providing a strong foundation of financial knowledge that is crucial to achieving their goals. Ultimately, witnessing her clients achieve their Private Vista is the most rewarding aspect of her work.