Narra Megli, CFA, CFP®
Senior Manager, Products & Case Design
Narra Megli is the Senior Manager of Products and Case Design and works with the life insurance consulting team to provide customized proposals for current and prospective clients.
Narra began her career in 1999 with a registered investment advisory firm in Huntington Beach, CA. She was a credit analyst and bond trader, eventually becoming portfolio manager of the corporate bond allocation and serving as a voting member of the investment committee overseeing $5 billion of taxable fixed income portfolios for institutional clients. Prior to joining NFP Insurance Solutions in 2008, she was a research analyst and financial planner with a special needs financial planning firm in Lincolnshire, IL.
In 2015, she also worked as a Senior Analyst with CTC Consulting, a boutique investment consulting firm in Portland, OR, where she managed investment performance reporting for clients/family offices with at least $25 million of investable assets.
Narra’s broad experience with UHNW portfolio construction, financial products, and performance measurement allows her to be uniquely focused on finding optimal life product solutions for clients. Narra earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Portland as well as the CFA Institute. Narra is also a CERTIFIED FINANCIAL PLANNER™ practitioner. She earned her Bachelor of Science in Finance from Northern Illinois University. Narra lives in Southwest Washington near Vancouver Lake with her partner and two children. She enjoys traveling, music, golf, and is an avid Miami Marlins baseball fan.