Nancy | Financial Analyst | BEACON College Funding Solutions

Nancy Corrigan

With a strong understanding of the complexities of education funding today, Nancy is committed to helping families make smart decisions, as well as providing the ongoing guidance they need to stay on track.

Nancy earned her Bachelor of Science in mathematics and actuarial science from the University of Illinois. After completing her certification as a Chartered Financial Analyst (CFA), she joined the University of California system, where she expanded her experience in the areas of institutional investment management, risk management, and college funding.

As director of investment strategy and planning, Nancy used her investment management skills to optimize the endowment portfolio and 403(b) fund choices. She also created comprehensive communications programs designed to guide major donors in making wise decisions; trustees in fulfilling their fiduciary responsibilities; and employees in making good choices to achieve their financial goals. She designed investment policy guidelines, spending and payout policies, and performance management reporting for over $11 billion in retirement and endowment funds for the entire University of California system.

Realizing that she was ready, and very well prepared, to switch from the corporate world to helping real people with real problems, Nancy established her financial management firm, Corrigan Financial Inc. in 2005. She created Beacon College Funding Solutions in response to requests from several of her financial management clients who needed more specialized services on the college admissions process and keeping up the payment of college expenses over extended periods of time.

After analyzing our clients’ family finances, Nancy assists them in filling out the Free Application for Federal Student Aid (FAFSA) and (if advisable) the CSS Profile, the key forms upon which most colleges and universities base their financial aid decisions. Then she works with the family to position and protect their assets through the full-time student’s college years.

A “retired” marathon runner, Nancy is a loyal follower of the Fighting Illini (“although they fight hard, winning is not their specialty”). She is also an avid women’s basketball fan; her favorites are UConn, Cal and Stanford.