W. M. Nzambi, CFP®, AAMS

W. M. Nzambi, CFP®, AAMS

Financial Advisor

Phone: 412-431-1076
Fax: 412-481-1644
Mobile Phone: 412-915-8558
E-mail:

W.M. Nzambi describes himself as a servant of the community at heart. His experience includes advising professionals and business owners in the areas of investments*, insurance, and business strategies, as well as developing dynamic enterprises of his own. For example, in addition to running his successful practice at NFSG, he is president of Pittsburgh's Mariner Financial Group at 721 Kewanna Avenue, (412) 431-1076.

W.M. came to Pittsburgh in the mid 90’s. He received his Bachelor Degree from the University of Pittsburgh at the age of twenty. Later, he went on to receive his Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. At the age of twenty-six he was offered a vice president position at a global financial services firm. An entrepreneur at heart, he chose instead to start a firm of his own to serve the unique needs of hard-working people throughout Western Pennsylvania. In 2007, W.M. earned the coveted CERTIFIED FINANCIAL PLANNER™ certification.

W.M. is a committed supporter of the entrepreneurial community. He has been instrumental in creating opportunities for businesses by serving as co-chair of the Pittsburgh Urban Magnet Project’s Economic Development Committee and a member of the organization’s board. In addition, W.M. has served as vice president and board member of the Rotary Club of Bethel/St Clair and Chair of the Rotary Gateway Teen Leadership Institute.

Recently, W.M. was featured in Pittsburgh Magazine as one of “40 under 40”, to be honored as one of Pittsburgh’s finest leaders under the age of forty. An accomplished entrepreneur, author, musician, and speaker, W.M. most enjoys spending time with his wife, Amanda, family, and friends.

Professional Specialties:

For Individuals and Families:

  • Investment Planning*
  • Retirement Planning
  • Education Funding Strategies
  • Estate Planning Strategies
  • Insurance - Life, Disability, Long-Term Care, and Health Insurance.

For Businesses, their owners, and key personnel:

  • Business Succession Planning
  • Buy/Sell Agreements
  • Executive Benefits
  • Employee Benefits
  • Retirement Plans

I am licensed to sell insurance in Pennsylvania. I am licensed to sell securities in Pennsylvania, Georgia, West Virginia and Florida. I cannot communicate with, or respond to requests from, people who reside in states where I am not licensed to conduct insurance or securities business.

W. M. Nzambi is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. 

*Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 9335 Harris Corners Parkway, Suite 175, Charlotte, NC 28269, 704-343-3011. National Financial Services Group and Mariner Financial Group are independent of Equity Services, Inc.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.