Partner, Financial Advisor
Coming from a family with a long legacy in medicine, Nathan understands the lifestyle and time constraints of physicians. As a financial planning advisor, he helps physicians accumulate and protect wealth so they are free to focus on family and medicine. He helps clients formulate goals and then execute a plan to reach them. Nathan holds several designations including his Series 7, Series 66, and Life and Health Insurance licenses. Nathan graduated from Biola University in La Mirada, CA. He enjoys traveling with his wife, live music, and being involved in his local church.