Nathan Morales, CFP®, AIF®, CSLP®
Financial Advisor
Nathan is a CERTIFIED FINANCIAL PLANNER® certificant, dedicated to helping young professionals, self-employed individuals, and young families build wealth and work towards their unique financial goals. With a personalized approach, Nathan focuses on helping clients optimize cash flow, aligning portfolios to specific goals, and mitigating taxes and financial risk. His goal is to empower clients to navigate life’s milestones with confidence—whether it’s starting a business, buying a home, or planning for the future.
A graduate of Hope College in Holland, MI, Nathan earned a bachelor’s degree in economics and business management, laying a foundation for understanding both market dynamics and personal finance. Originally from Grand Blanc, MI, Nathan serves clients across the country.
Outside of work, Nathan spends most of his time with his wife, Ariel, and 2 dogs, Peaches and Beans. He is an avid Detroit Sports fan, golfer, and snowboarder. You can also catch him experimenting with new recipes, and playing pickup sports with friends. His passion for teamwork and continuous improvement extends beyond the office, shaping the way he serves his clients every day.
Professional Credentials Include:
- FINRA Series 7, Series 63 and Series 65
- Life, Accident, Health Insurance and Variable Annuity Agent, licensed in MI
- CERTIFIED FINANCIAL PLANNER® certification
- Accredited Investment Fiduciary® (AIF®) designation
AIF® (Accredited Investment Fiduciary® is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF designation does not mean the holder is acting in a fiduciary capacity. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP and CFP (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.