Menu
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.
Check the background of this investment professional on FINRA’s BrokerCheck.
Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5461282 (07/23) (Exp. 07/27)
For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19
Link to EQUITABLE.com | Privacy Policy