CERTIFIED FINANCIAL PLANNER™ professional, ChFC, CDFA
As a principal of Stonebridge Financial Group, Nathan focuses his business on financial planning and overseeing investment asset accounts. Nathan has spent his 30-year career focused on retirement planning and fiduciary investment management accounts in Marin County, California. His focus is in developing portfolios with proper asset allocation strategies designed for his clients' situation and objectives, and providing ongoing analysis and oversight. Nathan holds the Chartered Financial Consultant designation issued by the Society of Financial Service Professionals and obtained the Certified Divorce Financial Analyst designation. Nathan has been involved in several non-profits over the years, and is currently the Membership Chair and a Board Member of the Rotary Club of Terra Linda. He lives in Marin County with his wife Arlene and enjoy time with her two Bay Area-based adult daughters and their two “career change” Guide Dog for the Blind Labrador retrievers.
California Insurance License #0770163
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.