Nate Fierston (CFP®)
Nate Fierston focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Millennials
- Novice Investors
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Millennials
- Novice Investors
Planning Specialties
Steaming from his coursework and time at Vanguard, Nate believes a strong budget is the foundation to a strong financial future. He specializes in cash flow management and navigating plans for younger clients. With precise and meticulous planning, he strives to provide financial clarity and drive positive outcomes for his clientele.Additional Information
Nate fostered a passion for financial planning at Elon University. He started off his professional career at Vanguard navigating their Advance to Financial Planning Associate program. When launching into an advisor role, Nate serviced Vanguard's Personal Advisor clients through the launch of their discretionary offer. After 3 years, he sought after a small RIA to hone his skills and grow as a planner. Away from work, Nate enjoys golfing, spending time with friends and family, and watching sports.NAPFA Start Date
August 19, 2025
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