Shelley Leavitt Nadel, CFP ®, CLTC ®, LUTCF, is a Financial Advisor with 16 years in the industry and a background in the nonprofit and public sectors. She founded Financial Success Strategies in 2016 and joined the Radian Team in Houston in 2019. Shelley specializes in providing clear, client-focused financial advice to busy executives and senior managers, integrating their financial planning into one cohesive strategy.
In 2021, she created “Food and Finance with Shelley,” a platform that combines cooking and financial tips for employee financial literacy. A Houston native with a bachelors degree in Religion from Dartmouth College and a Masters in Public Affairs from the University of Texas, Shelley is married with three adult children.
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CFP ®: Certified Financial Planner
CLTC ®: Certified in Long-Term Care ®
LUTCF: Life Underwriter Training Council Fellow
FINRA Registered: Series 7 (General Securities)
FINRA Registered: Series 66 (Investment Advisory & State Securities)
Life, Health, Annuity licensed
