Nate is a co-founder of Core Wealth Advisors, Inc. and a CERTIFIED FINANCIAL PLANNER™(CFP®) designee. He has been in the wealth management business since 1999. His primary responsibilities are overseeing the day-to-day operations of the financial management platform, including portfolio management and financial planning. Nate also serves as a member of the investment committee.
Nate works closely with high net worth clients assuring their goals are appropriately aligned with their risk tolerances and expectations. In addition to his day-to-day responsibilities at Core Wealth, Nate places an emphasis on the education and communication processes in place at the firm 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 education planning.
Nate graduated from Florida Southern College in 1999 with a degree in Accounting. In 2001, Nate successfully completed all the required courses and passed the exam to be designated as a CERTIFIED FINANCIAL PLANNER™. As required by the Certified Financial Planner Board of Standards, Nate is required to complete ongoing continuing education to maintain the designation.
Nate is a Rotarian in the Downtown Lakeland Rotary club where he has been an active member since 2002. He has served as club treasurer, board member and led various other committees. More recently, Nate was selected to participate in both the Leadership Lakeland and Leadership Polk enrichment programs.
In addition to his civic duties, Nate also serves on various other non-profit boards. Nate and his wife, Julianne, were married in 1999 and are lifelong residents of Polk County. They have two children – keeping them very busy on the weekends bouncing between horse shows and baseball games. Nate is a member of a Professional BBQ team and enjoys entertaining friends and family at his home testing out his newest recipes.