Nate Nieri

I am not your typical financial advisor. You probably won’t find me in a suit; I don’t use many fancy words, and I’m not a slick salesperson. I enjoy surfing, being outdoors, running around the house with my two kids, and I also happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek when it comes to all things money and can nerd out about everything from credit card points to macroeconomics, but I also love grabbing a drink and hearing about what’s happening in your life or chatting about common hobbies—I have a lot of them.

Discussing money is very personal, and I want to be the guy you can trust to get an honest answer or perhaps explain the “how-to” without fear of judgment. I don’t believe there’s such a thing as an embarrassing question when it comes to personal finance because, let’s face it, the world of money is complicated, exhausting, and confusing.

I take my fiduciary duty very seriously and believe that transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success, however you define them.

Services I Provide:

• Financial Planning

• Investment Management

• Tax Planning

Specialties:

• Growing families

• California residents

• Employees in tech

• Physicians

• Employees in energy/oil & gas

• Socially Responsible Investing (Broad ESG)