Nate is a co-founder of Core Wealth Advisors, Inc. and CERTIFIED FINANCIAL PLANNER™. He has been in the wealth management business since 1999. His primary responsibilities are overseeing the day-to-day operations of the wealth management platform, including portfolio management, research, and risk assessment. As a member of the investment steering team, Nate is charged with making sure all team members are up to date on any changes in client portfolios so that message can be clearly communicated to clients. He works closely with high net worth clients assuring their goals are appropriately lined with their risk tolerance. He spends a lot of time on the education and communication process so clients have a clear understanding of how their wealth is being managed. He also advises clients on topics such as retirement planning, estate planning, tax planning and college planning.
Nate is a Rotarian in the Downtown Lakeland Rotary club where he has been an active member since 2002. He has been Club Treasurer, Board Member and led various other committees. In addition to his civic duties, Nathan also serves on various other Non-Profit Boards.