Nate Nieri (CFP®, MSBA)
Nate Nieri focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
- Novice Investors
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Medical Professionals
- Millennials
- Novice Investors
Planning Specialties
My clients include young and mid-career professionals, growing families, and supersavers that want to retire early. I use modern tools to give my clients a hands-on experience and efficiently get them where they want to go. I work with clients virtually, providing convenience and flexible access when and where they want. My approach is holistic, comprehensive, and backed by noble-prize winning research.Additional Information
I am not your typical financial advisor. You probably won’t find me in a suit, I don’t use any fancy words, and I’m not a slick salesperson. I like to surf, be outdoors, run around the house with my kids, and happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek about all things money and can nerd out about everything from credit card points to macroeconomics, but I also love to grab a drink and see what is happening in your life or talk about common hobbies - I have a lot of them. Talking about money is very personal, and I want to be the guy you can trust to get an honest answer or maybe explain the “how-to” without fear of judgment. I don’t think there is such a thing as an embarrassing question when it comes to personal finance because, let’s face it, the world of money is complicated, exhausting, and confusing. I take my fiduciary duty very seriously and believe transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success; however, you define them.NAPFA Start Date
January 04, 2021
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.