Nate is a second-generation financial planner. He worked alongside his father before co-founding CenterPoint Financial Group, more than a decade ago.
A graduate of Doane University, Nate earned his bachelor’s degree in mathematics and economics. He is a Certified Financial Planner™ professional – a certification that required him to complete the arduous CFP® certification process. To maintain his certification, Nate must meet ongoing certification renewal requirements and agree to be held to rigorous ethical standards. He also holds Series 7, 6, 63, 65, 51 and 24 securities licenses along with life and health insurance licenses.
Outside the office, Nate, his wife, Alyssa, and their three daughters are involved in various community groups and busy with volleyball for the girls.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
« PREV | NEXT »