Nathaniel Baim (CFP®, MBA)

Nathaniel Baim focuses in the
following client markets or areas of practice:

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Millennials

Tax Planning

Planning Specialties

- Goal Formation & Accountability
- Cash Flow & Budgeting
- Investment Planning
- Major Purchases
- Retirement Planning
- Tax Planning
- Debt Planning
- Employee Benefit Maximization
- Equity Compensation Planning (RSUs, ESPP, NQSOs, & ISOs)

Additional Information

I enjoy helping working professionals plan their pursuits. You will quickly learn I am interested in learning about your desired pursuits. I will work with you to best understand how to manage your financial responsibilities and risks within the context of your objectives. My process will help us understand how each of your goals will impact your pursuit and bring clarity to your unique circumstance. I focus on actionable strategies, accountability, and monitoring of your ever-evolving plan.

For a long time, I was interested in the financial planning profession. However, I was turned off by the stereotypical salesmanship reputation accompanying the title "financial adviser." So, when I chose to establish Pursuit Planning and Investments, LLC, I resolved to do it differently. I take great pride in that we are an independent, fee-only fiduciary firm.

My pursuit thus far has been focused on exploration, education, and growth. After graduating undergrad with a finance degree, I had a strong desire to explore and travel. I moved away from my home state, Indiana, to volunteer with AmeriCorps. After AmeriCorps I earned an MBA. Before launching Pursuit Planning and Investments, LLC, I worked in Oregon's Silicon Forest for a Fortune 500 company as a strategic financial analyst for a large semiconductor company. On my weekends, you will often find me someplace away from the city, climbing, hiking, backpacking, camping, or exploring with my wife and daughter.

Education & Certifications:

Willamette University, Atkinson Graduate School of Management, Salem, OR

Master of Business Administration (MBA), Finance and Sustainability Management Concentrations

Indiana University, Kelley School of Business, Bloomington, IN

Bachelor of Science in Business, Finance Major, Political Science and Economics Minors

CERTIFIED FINANCIAL PLANNER(TM)