Director - Financial Planning
As the Director of Financial Planning, Nate specializes in a vast array of wealth management services, including investing, retirement strategies, risk management and educational planning.
Prior to joining Reilly Financial Advisors, Nate worked as a business analyst at a boutique consulting firm specializing in strategic planning for Fortune 500 companies.
Nate holds Bachelor of Science and Master of Science Degrees in Business Administration, with a concentration in Finance and Tax Planning, from San Diego State University. He has earned the CERTIFIED FINANCIAL PLANNER™ certification and is an active member of the Financial Planning Association of San Diego.
When not in the office, you can find Nate in the surf lineup, concocting the next greatest family recipe in the kitchen together with his wife, or working on the latest house project. He also recently became a dad and enjoys nothing more than hanging with his little man and making him laugh.
Why I Do What I Do:
I have always had an affinity to help others and growing up in a family of teachers, I quickly learned the importance of education. It takes patience, dedication, and care to be a great teacher and I wanted to carry these principles outside of the classroom. From as early as I can remember, I was always trying to find a way to make an extra buck and somewhere along the way developed a pride for saving. As I got older that fascination turned to the stock market and investments. The more I learned, the more I wanted to share. Unfortunately, I also quickly came to realize how predatory the financial industry is and wanted to help educate people not only to avoid financial pitfalls, but to also help them achieve their dreams faster. The most rewarding part of my job is hearing the pure joy of someone that just achieved a life-long dream and realizing all the sacrifice was worth it.