Started investing as a teenager
Alumni of Biola University
Trilogy’s Top “Baker’s Dozen” Advisors* & Top 3 Wealth Advisor Group**
Plays the drums
Will video conference with clients to make it easier
Nathan joined Trilogy in 2006 with one goal: to help people. Since then, he has developed a passion to teach people how to live a confident financial lifestyle, day in and day out. He believes financial behaviors are more important than current financial numbers and that the money we all work so hard for can return the favor to us over time with diligence and patience. This approach led him to be selected as the Advisor and consultant to several prominent non-profit organizations and hundreds of families.
In January 2018, Nathan and his wife Brie (a local high school teacher) brought home their adopted son, Fletcher. They look forward to raising him in Corona, the city they both grew up in, with their families and friends close by. When they are not at home you will find them walking in the south Corona hills, at an Angels game or in the TSA line headed somewhere they’ve never been before.
Nathan is one of the youngest Advisors to be promoted to Senior Partner in Trilogy’s history and is a Dave Ramsey SmartVestor Pro*** for investing and financial planning. He is an Investment Advisor Representative and holds the Series 65 securities registration with Trilogy Capital, Inc. and holds the Series 6, 7, and 63 registrations with LPL Financial. He also holds a California Life, Health, and Long-Term Care License.
*The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
**The Top Wealth Advisor Group award is given to the top 3 Wealth Advisor Groups with highest total weighted production for the year.
***The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL Financial.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.